Home-Based Financial Services Administrator - Salary Up to £29,000 Full time depending on experience (part-time considered)

Benefits

• 25 days holiday (plus bank holidays)
• Private Medical Insurance
• Private Health Insurance
• Life Assurance 2 x Salary
• 3% pension contribution
• £1,000 wellbeing allowance per annum (this can be used to purchase extra holiday days)
• Flexible working

Oak Private Wealth offers independent financial advice to 134 families. We are currently a team of five and we are looking to recruit a second administrator to work within our team.

We can provide a kind and supportive environment for the kind of administrator that is willing to be relentless in our client’s desired outcome.  

You will love this job if:

• You want to work in a small company, where your input will be noticed and will really count
• You wish to be based from home with travel to London every quarter for a team meeting
• You are highly motivated to meet client needs and will be prepared to follow our processes
• You will be detail focussed, because we’ve got to get this right
• Once fully trained in our processes, we will trust you and give you more autonomy than you may be used to. Does this appeal to you?
• We’re cloud based and paperless, so you’ll need to be happy to engage with excel, outlook, platforms and intelligent office
• You will either already be brilliant or you will happily engage in further qualifications & learning to become brilliant, which will be supported, but ultimately require self-study in your own time

Your role will involve but not limited to:

• Data management consisting of Intelligent Office data entry
• Obtaining illustrations and providing research materials for our paraplanner
• Dealing with clients directly, keeping promises and making them feel loved
• Gathering and preparing excel-based client valuations
• Arranging client meetings, including booking meeting rooms and adviser diary management
• Supporting the senior administrator

Essential skills required

• At least 18 months experience as a financial services administrator
• Hold CII/RO certificate or working towards your qualifications
• Working knowledge of Intelligent Office and platform experience
• An understanding of excel, outlook and teams
• Excellent attention to detail
• Ability to manage and prioritise workloads
• Ability to work alone and use your own initiative

Application deadline 20th October 2024

Interested?  If you feel that your experience matches the role criteria then please send your cv by return.

INDLS