Senior Administrator
other jobs Oxby Recruitment Ltd
Added before 3 Days
- England,South East,Oxfordshire
- Full Time, Permanent
- £28,000 - £30,000 per annum
Job Description:
Full job descriptionThe Company
A well-established and professional financial services firm is looking for an experienced Senior Administrator to join them. This is an excellent opportunity for someone with previous experience in financial services administration who enjoys working in a structured, client-focused environment. Please note that this role is fully office based and is currently in High Wycombe, with relocation planned to Hare Hatch, Berkshire, mid November 2026. Commutable from High Wycombe, Henley on Thames, Marlow, Maidenhead, Twyford and surrounds.
The Role
Working closely in a small team of Independent Financial Advisers, Paraplanners and the Operations Manager, you will play a key role in ensuring the smooth running of client and business administration. Key Responsibilities:
*Provide senior administrative support to Advisers, Paraplanners and the wider team.
*Manage client and new business administration from initial instruction through to completion.
*Process and monitor new business across investment providers and platforms.
*Liaise with clients, Advisers and providers, providing regular updates and resolving queries.
*Prepare client correspondence, documentation and annual review packs.
*Maintain accurate client records, task lists and new business registers.
*Complete monthly valuations, including DFMS and client-issued valuations.
*Ensure administration is completed accurately and in line with internal procedures and regulatory requirements.
*Identify and follow up outstanding actions, ensuring cases progress within agreed timescales.
*Support the Operations Manager with process improvements and the smooth running of the office.
About You
We are looking for someone who has solid administrative experience, ideally within the financial services industry.
*Experience within an IFA, wealth management or financial planning environment.
*Excellent organisational skills and attention to detail.
*Confident communication skills with clients, Advisers and providers.
*Ability to manage multiple priorities and work independently.
*Strong Microsoft Office skills; experience with Intelligent Office, Papercloud, FE Analytics or provider platforms would be advantageous.
*A proactive, reliable approach with the ability to take ownership and see tasks through to completion.
*Strong team player.
A well-established and professional financial services firm is looking for an experienced Senior Administrator to join them. This is an excellent opportunity for someone with previous experience in financial services administration who enjoys working in a structured, client-focused environment. Please note that this role is fully office based and is currently in High Wycombe, with relocation planned to Hare Hatch, Berkshire, mid November 2026. Commutable from High Wycombe, Henley on Thames, Marlow, Maidenhead, Twyford and surrounds.
The Role
Working closely in a small team of Independent Financial Advisers, Paraplanners and the Operations Manager, you will play a key role in ensuring the smooth running of client and business administration. Key Responsibilities:
*Provide senior administrative support to Advisers, Paraplanners and the wider team.
*Manage client and new business administration from initial instruction through to completion.
*Process and monitor new business across investment providers and platforms.
*Liaise with clients, Advisers and providers, providing regular updates and resolving queries.
*Prepare client correspondence, documentation and annual review packs.
*Maintain accurate client records, task lists and new business registers.
*Complete monthly valuations, including DFMS and client-issued valuations.
*Ensure administration is completed accurately and in line with internal procedures and regulatory requirements.
*Identify and follow up outstanding actions, ensuring cases progress within agreed timescales.
*Support the Operations Manager with process improvements and the smooth running of the office.
About You
We are looking for someone who has solid administrative experience, ideally within the financial services industry.
*Experience within an IFA, wealth management or financial planning environment.
*Excellent organisational skills and attention to detail.
*Confident communication skills with clients, Advisers and providers.
*Ability to manage multiple priorities and work independently.
*Strong Microsoft Office skills; experience with Intelligent Office, Papercloud, FE Analytics or provider platforms would be advantageous.
*A proactive, reliable approach with the ability to take ownership and see tasks through to completion.
*Strong team player.
Job number 4074674
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Company Details:
Oxby Recruitment Ltd
Company size: 1–4 employees
Industry: Recruitment Consultancy
We are a multi-disciplined recruiter, specialising in all areas of Office Recruitment from Senior Management, Accounting & Finance to Customer Support...