Financial Services Administrator Hours Full Time, 9am-5pm Monday-Friday

Location Summertown, North Oxford Salary Highly Competitive + benefits (DoE)

The role of Financial Services Administrator is to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice. As a key member of the team, youll work closely with colleagues to deliver high-quality technical support to the Advisors providing compliant advice to all Clients. This is a fantastic opportunity to develop your career within a supportive environment.

Key Duties and Responsibilities - Preparing all documentation ahead of client review meetings, to ensure the advisers are fully prepared for the meeting and highlighting any outstanding requirements. Ensuring all files are completed post review meeting and all client details are up to date. Completing withdrawal letters and post review letters as required, issuing them within a timely manner. Answering incoming telephone calls, dealing confidently and effectively with clients, providers and third parties. Providing administrative support to the Advisers and other members of the team, dealing with various client servicing tasks as required Ensuring all compliance docum...