Trainee Financial Services Administrator in Oxford

Job description

We are looking for a trainee administrator to join our successful Financial Planning team.

About Critchleys

Founded in 1906, Critchleys is Oxford’s leading firm of accountants and business advisers, with a professional and friendly culture. We are forward thinking and provide a full range of Accountancy services to our substantial, growing and diverse client base.

We have a skilled team of well over 100 people at all levels in whom we place great value, and are strong investors in our people. The firm has a reputation for technical excellence, training and delivering a responsive service to our clients which we strive to continue through our future appointments.

Based in the heart of the city centre, our offices are close to train and bus links and offers our staff a fresh, modern and inspiring environment to work in.

The role

As a Trainee Financial Services Administrator, you will be providing support to the Financial Planning team with their requirements, tracking all items sent to our providers and clients until job completion and ensuring compliance is upheld throughout.

Your day to day key responsibilities will include:

• Managing diary and workflow on a daily basis and ensuring all relevant deadlines are met
• Updating our back office system with any relevant details
• Liaising with clients to update them on an application’s progress and to schedule in their annual review
• Liaising with product providers to obtain any outstanding information and obtaining illustrations
• Checking client files using checklists to ensure regulatory compliance
• Checking applications etc. for completeness, forwarding them to providers for processing
• Helping other members of the team as required
• Product research
• Letters and general correspondence
• General administration, involving filing and scanning, and file set up

The person

We are looking for someone who has excellent communication and organisational skills. Teamwork, the ability to prioritise workload and having a flexible, adaptable attitude will be needed in this busy role.

You are reliable and enthusiastic, and have a professional approach to your work, colleagues and clients. You will have high accuracy and attention to detail, as well as excellent analytical skills and an ability to carry out effective research.

A minimum of GCSE Maths and English (grades A-C, 9-4) is essential. You will also be familiar with Word and Excel. Previous experience of working in a Financial Services environment is desirable but not essential.

The benefits

In return, we offer a 37.5 hour working week Monday to Friday, and an excellent benefits package including competitive salary (experienced dependent), profit share scheme, 32 days’ holiday (including bank and public holidays), company pension, pleasant working environment and excellent development opportunities.

Extra information

Status

Closed

Education Level

Other

Location

Oxford

Working hours per week

4 - 40

Type of Contract

Full Time Jobs

Profession type

Training

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English