Financial Administrator - Bicester

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Our clients are looking for a Financial Administrator to join their growing team in Bicester. As independent Financial Advisors, they provide personalised retirement and investment advice to clients across the UK. The ideal candidate will possess experience in administration and a solid understanding of financial services, enabling them to leverage their transferable skills effectively. This hybrid role offers excellent career advancement opportunities for those eager to excel in the industry.

Working Pattern:

  • As a Financial Administrator, you'll be required to work Monday to Friday
  • Hyrid working option

The successful Financial Administrator will be offered: 

  • £25,000 - £28,000 basic 
  • Career Progression
  • Qualifications funded and supported

Requirements for the role of Financial Administrator:

  • Experience or understanding of financial process.
  • Excellent customer service and interpersonal skills
  • Ability to work on own initiative and as part of a wider team
  • Strong communication skills; both written and verbal 
  • Attention to detail
  • Organised
  • Strong IT skills

Key responsibilities will include but will not be limited to:

  • Processing new business applications
  • Assisting with suitability reports
  • Booking client reviews
  • Supporting the Advisors
  • Dealing with incoming calls and e-mails
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