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accountants & business advisers

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Financial Services Administrator - Oxford office

Do you have experience working within Financial Services? Are you looking to work within a supportive team environment, providing key administration to both clients and our team of Financial Planners?

If so, we could have the perfect role for you. We are Shaw Gibbs, a leading independent accountancy, financial services and insolvency practice with offices in Oxford and London’s West End. At Shaw Gibbs we have a strong focus on using technology to give our clients insight and information to help them make decisions on how to grow their business. We are currently recruiting for a Business Support Administrator to join our Financial Services team in our Oxford office. The Financial Services Division provides a range of financial planning advice, services and access to products for companies and individuals including pensions, mortgages and life assurance.

The Role

The FS Business Support Administrator is a varied role and will provide lots of opportunities to learn new skills in a friendly firm which has a culture underpinned by continuous learning and improvement. The core responsibility of the role is to support our Financial Planners with client servicing and key administration processes including:

  • Administer the new business process, including submitting new business to providers, chasing new business pipeline and contacting clients re outstanding items
  • Dealing with Investment instructions and managing the completion of trades
  • Generating portfolio valuation reports ensuring accuracy
  • Assisting with projects as required
  • General Administration including; Scanning and dealing with incoming mail/faxes/telephone calls, printing, ordering paper files from storage, updating the off-site files register and scanning documentation.
  • Preparing, monitoring and chasing letters of authority & transfer of agency requests
  • Meeting and greeting clients

What we can offer you

  • Exposure to a wide range of clients across many industry sectors
  • A Line Manager who will work closely with you to support you through your development and provide day to day guidance and help
  • Competitive salary and flexible benefits package
  • 30 days holiday including bank holidays increasing with service, plus the opportunity to buy/sell holiday to fit your lifestyle
  • Supportive and fun team environment
  • Light and airy, modern office in Oxford
  • Online Employee Retail Discount Scheme
  • Contribution based pension scheme & life assurance
  • A comprehensive induction to help you get up to speed

About You

We would like to hear from you if you are a quick learner and can tick all of the below:

  • Have previous experience of working within Financial Services, preferably within an advisory firm.
  • Have experience of administering Pension and Investment products
  • Have excellent communication and interpersonal skills
  • Have exceptional attention to detail
  • Excellent IT skills including Microsoft Word and Excel
  • Strong numerical and analytical skills
  • Have demonstrable client facing relationship skills
  • Excellent written and spoken English

Please do not apply if you cannot tick all of the above criteria.

How to Apply

If you’re interested in this opportunity please send your CV and a covering letter to .

Visit our Financial Services page to find out more about the department

Download role profile

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