Job Title: Financial Planning Administrator

Location: Near Banbury, Oxfordshire

Salary: Starting from GBP30,000 – DOE

About the firm:

Capio Recruitment is working with a leading and highly successful IFA firm located near Banbury, Oxfordshire. With a commitment to providing tailored financial planning and investment solutions to their valued clients, they have earned a reputation for excellence in the industry. As they continue to grow, they are seeking an experienced Financial Planning Administrator to join their dedicated team.

Position Overview:

As a Financial Planning Administrator, you will play a crucial role in supporting the financial advisers in delivering exceptional service to clients. You will be responsible for a wide range of administrative tasks, ensuring that the operations and administration runs smoothly and efficiently.

Key Responsibilities:

Assist financial advisers with client onboarding and paperwork, ensuring all documentation is accurate and compliant.Processing new business file checks inc. suitability report checkProcess Manual – maintaining/streamlining existing and implementing new processesMaintain client records and databases with meticulous attention to detail.Liaise with clients and providers to handle queries and requests professionally. Qualifications:

Proven experience as a Financial Planning Administrator within the financial services industry.Knowledge of financial products, investment platforms, and regulatory requirements.Strong organisational skills and exceptional attention to detail.Excellent communication skills, both written and verbal.A proactive and positive attitude, with the ability to work both independently and as part of a team. What we offer in return?

Competitive salary and benefits package.Opportunities for professional development and advancement.A supportive and collaborative team environment.The chance to work with a successful and respected IFA firm. Benefits;

Salary up to GBP30,000 DOEHealth care cash back planPension schemeStaff events and team lunchesCharitable event participation20 days holiday plus bank holidays and extra days to allow office close down between Xmas and New YearTop level IT and high end working conditions in a rural settingAnnual appraisals with bonus linked to performanceChristmas bonusOngoing staff training and paid for study material, exams, one resit and free study leaveWorking from home options How to Apply:

If you are an experienced Financial Planning Administrator looking to join a dynamic and successful team, please apply and one of our specialist consultants will be in touch.

Please note that all applications are appreciated, but only shortlisted candidates will be contacted for an interview.