Position: Business Administrator

Location: Buckingham (MK18)
Salary: Up to £28,000 per annum (+ performance-related bonuses)
Hours: Monday – Friday (09:00 – 17:00)
Experience: Administrator, Business Support, Client Services, Financial Services, Wealth Management, IFA, Graduate, Client Support

The Opportunity

Thompson & Terry Recruitment are working with an award-winning Wealth Management practice who are looking to recruit an intelligent and ambitious Business Administrator to join their growing team based in Buckingham.

As Business Administrator, your role will focus on both supporting advisers and the wider client services team to ensure the smooth running of day-to-day operations and ensuring an exceptional client experience.

The successful Business Administrator will be highly organised, detail-focused, and comfortable working with technology. As Business Administrator, you will liaise with external providers, ensuring accuracy, compliance, and the highest standards of service, therefore excellent attention to detail is a must-have.

Within this role, your day-to-day responsibilities will involve working closely with the paraplanning team, preparing client meeting packs, supporting with new business processing, managing and logging secure client communications, and taking ownership of cashflow modelling software (training will be provided).

This is a fantastic opportunity for a driven and ambitious individual who is self-motivated, looking to build a long-term career and develop professionally alongside the growth of the business.

The Company

Thompson & Terry Recruitment’s client are a well-established and highly successful Wealth Management practice based in Buckingham.

Our client is solely focused on providing exceptional service and long-term financial clarity for their clients, and they are looking to recruit a Business Administrator who aligns with their company values and is motivated to develop their career in a professional and supportive environment.

As a people focused business, our client is committed to the development and wellbeing of their employees. As such, they offer comprehensive training, clear progression opportunities, and a competitive benefits package which includes 25 days holiday, your birthday off, and full closure over the Christmas period.

Requirements

• Strong organisational skills with the ability to manage multiple tasks and deadlines
• Excellent attention to detail and accuracy
• Strong communicator, both verbally and in person, and confident to ask for help
• A genuine and proactive team player with a genuine desire to learn and develop their career working with a lovely group of people
• Comfortable with technology, open to learning new systems and bringing new ideas to the business
• No prior financial services experience is required as full training will be provided

Thompson & Terry Ltd, trading as Thompson & Terry Recruitment (thompsonandterry.co.uk), are an Abingdon-based recruitment agency specialising in placing candidates into roles across Oxfordshire and beyond. We typically recruit for Office Administration Jobs, Sales Jobs, Marketing Jobs, Biotech Jobs, and Executive Search appointments.

No terminology used in this advert is intended to discriminate on the grounds of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation. We encourage applications from all suitably qualified individuals.

If you have any accessibility requirements or would like to discuss reasonable adjustments in the recruitment process, please let us know.

PLEASE NOTE: Due to a high volume of applications, if you have not heard from us within 5 working days, unfortunately, your application has been unsuccessful at this time.