shaw gibbs - accountants and business advisers
accountants & business advisers

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Financial Services Business Support Client Reviews – Oxford

Are you a graduate looking to get into Financial Services or a Financial Services Administrator looking for the next step towards paraplanning? Are you keen to complete your Diploma in regulated Financial Planning?

Shaw Gibbs is a leading and innovative Top 100 accountancy, financial services and insolvency practice with offices in Oxford and London’s West End. We pride ourselves on providing expert advice to our clients by hiring the best people. We provide a rewarding and enjoyable place to work where all staff receive appropriate training and development, not just around increasing your technical knowledge but also focusing on wider commercial and soft skills such as communication and teamwork. Our culture is based on collaboration, respect, innovation and expertise.

We are growing rapidly and are currently recruiting for the role of FS Business Support – Client Reviews within our Oxford office to support our Financial Planners. This position will be based in our Oxford office and come with a comprehensive induction and full funding to pursue professional qualifications. This is a great opportunity to join one of Oxfordshire’s leading accountancy and business advisory practices.

The FS Business Support – Client Reviews role will support our Financial Planners with client servicing and the review process. You will be responsible for running the review process, communicating with clients and producing client specific documentation. You will work with a range of interesting clients from individuals, families and small to medium size companies. 

To be considered for this position, you must have either a degree in a related discipline i.e. Finance or have at least 1 years’ experience within a similar role.

The FS Business Support – Client Reviews 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. To be successful in this role you will:

  • Have excellent communication and interpersonal skills
  • Have exceptional attention to detail
  • Be able to run the review diary without error
  • Produce reports from Analytics
  • Have demonstrable client facing relationship skills
  • Excellent written and spoken English

What we can offer you

  • Full funding and support to study the CII Diploma in Regulated Financial Planning professional qualification, including study leave and time off for exams
  • Exposure to a wide range of clients across many industry sectors
  • An experienced Line Manager to support your development
  • A buddy to provide additional day to day guidance and help
  • Supportive and fun team environment
  • Flexible benefits package including the ability to buy/sell holiday to fit your lifestyle
  • 30 days holiday including bank holidays increasing with service
  • Online Employee Retail Discount Scheme
  • A contribution based pension scheme & life assurance
  • Regular company and team social events throughout the year
  • Corporate fundraising events – in 2019 Shaw Gibbs are supporting the mental health charity Mind as voted by our employees
  • A light and airy, recently refurbished modern office in central Oxford

How to Apply

To apply for this vacancy please submit your CV plus a covering note/letter explaining why you are interested in this vacancy to

Closing date for applications is 5pm Friday 30th August.

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