Financial Services Administrator

About the role

This full‑time, office‑based position supports a busy wealth‑management practice in Oxford. You will work closely with advisers, paraplanners and the wider administration team to ensure smooth delivery of client services and business processes.

Key responsibilities

• Provide a range of administrative support to a high‑volume practice.
• Manage client communications and maintain accurate records.
• Assist with reports, portfolio reviews and new‑business processing.
• Maintain diaries and update databases.

Required profile

• Excellent face‑to‑face and telephone client interaction skills.
• Professional, calm and discreet with strong written communication.
• Attention to detail and ability to work both independently and as part of a team.
• Previous office support experience in financial services, including client file creation and management.

Required skills

• Salesforce (or similar client management system) – ideal.
• Proficiency with Microsoft Outlook, Word and Excel.

What we offer

• Highly competitive salary with bonus potential.
• Comprehensive benefits package.
• Office‑based role with standard 9am‑5pm hours.