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Administrator / Admin Assistant – Great Opportunity

Recruitment Revolution
Wallingford, Oxfordshire
Up to £25,000 + generous bonus scheme Plus benefits
Closing date
14 Jun 2022

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Job Details

** A fantastic opportunity to join a busy and dynamic Wealth Management company based in Wallingford. ** Are an organised individual who enjoys working in a team and helping others and you thrive in a busy and fast paced environment, if so we’d love to hear from you.

Experience in mortgages or wealth management would be great, but not essential as we are really looking for someone with a great attitude and desire to grow and develop – we can train the rest!

Role Info:

Administrator / Admin Assistant
Wallingford, Oxfordshire
Up to £25,000 + generous bonus scheme
Plus benefits including pension, opportunities for training and support with financial qualifications + progression opportunities within a growing business
Full time
Service / Product: Modern & Dynamic Wealth Management practice.
Skills Required: Excellent communication skills, strong attention to detail, proactive and positive attitude, strong working knowledge of Microsoft Office

The Administrator / Admin Assistant Role:

This is a fast paced role working with a small but efficient team covering the day to day financial administration. Within this role you will be exposed to all areas of the administrative and mortgage process and have great opportunities for progression and development.

Key Responsibilities:

+ Main point of contact for the phone and written communication
+ Work closely with Financial and Mortgage Advisers and support their client activities
+ Ensure that all client queries are resolved as quickly and efficiently as possible
+ Act as first point of contact for clients for all admin-related queries, identifying solutions and resolving them
+ To provide high levels of support to Advisers and clients
+ Carry out a wide range of detailed administrative tasks including liaising with solicitors, lenders, 3rd party financial providers
+ Assist with the smooth running of the day to day business
+ Creating correspondence to clients and providers
+ Ensure accurate valuation reports and review packs are prepared for adviser in a timely fashion

About You:

+ Excellent customer service skills and telephone manner
+ Strong attention to detail and organisational skills
+ Strong working knowledge of Microsoft Office
+ Proactive and positive attitude
+ Ability to work within agreed business processes
+ Ability to work to deadlines
+ Able to work methodically, accurately and neatly
+ Good oral and written communication skills
+ Ability to work to agreed outcomes without supervision
+ Ability to work as part of a team
+ Ability to stay calm under pressure
+ Need to be organised and stick to the timescales of each individual process

Interested? Apply here for a fast-track path to the Hiring Manager

You may have worked in the following capacities:
Administrator, Administrative Assistant, Admin, Office Coordinator, Mortgage Administrator, Pensions Administrator, IFA, Investments.

Application notice… We take your privacy seriously. When you apply, we shall process your details and pass your application to our client for review for this vacancy only. As you might expect we may contact you by email, text or telephone. Your data is processed on the basis of our legitimate interests in fulfilling the recruitment process. Please refer to our Data Privacy Policy & Notice on our website for further details.

If you have any pre-application questions please contact us first quoting the job title & ref. Good luck, Team RR.


We’re Talent Acquisition Specialists that founded change in 2005. Since then we’ve helped over 2500 clients grow, prosper and lead.

# Our Story

Frustrated by poor experiences with traditional agencies, our founders (just two regular candidates), decided that the outdated industry needed modernising and a new balance of power. In 2005, a new kind of agency model was born, putting the client and candidate at the heart of the experience whilst removing the pushy sales, schmooze and high fees.

# What makes us different?

Aside from a sensible fee model, custom technology and a direct unhindered path to candidates we…

…don’t sell candidates and we don’t sell jobs: we facilitate relationships and champion the process of ‘organic hiring’ to help create stronger and longer-lasting engagements.

# Who we work with

With an industry reputation for delivering results we are the go-to talent finders for tech start-ups to global brands who all demand the best service and talent.

From business owners hiring 2 people a year to Internal Recruiting teams hiring 200+ people a year, RR sources talent across all sectors and levels.

# Reputation

Our expertise has also been called upon by some of the leading job boards including the UK’s No1.

Recruitment Revolution is a member of the REC with a 100% compliance pass rate and holds a Feefo 5* Platinum Award for Service.

For more information please contact Team RR on 0800 294 3113 or visit


Find Us
Castle Hill House
12 Castle Hill
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