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  • Location: Witney, Oxfordshire, England, OX28 6HG
  • Salary: £25,000 - £28,000 per year
  • Job Type:Permanent

Posted 20 days ago

  • Sector: Office
  • Contact: Nicky Rathband
  • Contact Email:
  • Contact Phone: 01993 892 526
  • Expiry Date: 02 October 2021

​Our client, a local & well-established wealth management business, is seeking an Advisory Support Administrator to join their progressive and developed team.

About the Role:

As an Advisory Support Administrator you will be required to:

  • Support the Paraplanning Team with all administration processes

  • Oversee the Sales Database, ensuring reports move through each stage of the process efficiently

  • Liaising between Paraplanning, Advisory Support Team and the Advisor Teams to ensure SLAs and time scales are adhered to

  • Printing and collating reports documentation and client meeting packs

  • Assist with updating of Procedures manual

  • Ensure the confidentiality of all work undertaken for clients, and work within the principles of the Data Protection Act

  • To maintain records in accordance with compliance requirements as set out in its compliance manuals and procedures

  • Work within the requirements of the Data protection policy

  • To assist the Heads of other departments in any tasks relating to the development of business

  • To effectively use all the relevant IT facilities made available by the company

​This role would suit a candidate with the willingness to undertake self-development, possess high attention to detail and level of accuracy, knowledge of business processes, standards, policies and procedures & experience within the Financial Services Industry.

About You:

You will also possess:

  • Exceptional communication skills at all levels

  • Excellent organisational skills

  • Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system

  • Ability to work under pressure at times

For more information and to apply, get in touch with our Witney branch or click 'Apply Now' to submit your application.

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