• 91-92 High St, Thame OX9 3EH, UK
  • Full-time

Company Description

Established for well over 25 years, the award-winning Wills & Trusts Group believes in treating clients as people, not just as a number. This “family” philosophy makes the company one of the most highly respected amongst financial advisers.

As one of the few firms of Chartered Financial Planners, Wills & Trusts has the technical know-how to deal with any situation but focuses on the growth of clients’ assets and the protection of those assets so that they pass to the right person at the right time.

Estate planning
Like most people, you want your assets to be passed to your family both during your lifetime and following your death. You want to be sure your wealth goes to the right person at the right time. You will probably want to make sure that you pay no more tax than is reasonable, and in some cases you will want to avoid it completely.

Investment management
You want to earn more on your savings and investments, at the same time, you want to pay as little tax as possible. Most importantly of all, you probably want to minimise any risk that you take. It takes a great deal of time and effort to build your wealth, and you want to protect it for your future and for the future of your family. We actively manage your investments to produce the greatest returns for the lowest risk. We put a premium on making sure you know what is happening and why. Our clients say our programme of client education is like nothing they have ever experienced before.

Pensions management
When you retire you will want to make sure that your pension produces the most income possible, that the income will last for the rest of your life, and ideally increase every year. If anything happens to you, it is no doubt important to you that your spouse will get your pension in full. We treat pensions like every investment we manage. Unlike most advisers, who only look at your pension once a year, we look at it every day, and we ask the question: how can we do better for you?


Job Description

Wills and Trusts are an Independent Financial Advisors based in the heart of Thame, Oxfordshire. Due to our on-going growth and expansion plans we are looking to appoint a new Administrator to support our team of Advisors and contribute to project based work relating to the legal side of our business.

The position is a newly created opening that will give you scope to learn from a great team of individuals, taking your existing administrative skills to the next level within a professional financial services environment. Our Admin Team are responsible for ensuring all paperwork is filed correctly for areas such as wills and probate, pensions or wealth management plans/investments. In-depth knowledge of these areas is not required as we take pride in giving all of our colleagues the support and training needed to offer our clients exceptional levels of service, however we are looking for applicants capable of taking pride in their work, have a great eye for detail and a passion for being organised.

Typical responsibilities will include:

  • Scanning incoming correspondence
  • Checking client files to ensure all actions have been followed up
  • Filing
  • Scan Trust & Lasting Power of Attorney's documents before sending them to providers
  • Print off and package Wealth Management Plans for Advisors
  • Liaison with third party providers to ensure timely financial transfers or to obtain reports.
  • Delegate incoming post
  • Create client binders, ensuring they contain the necessary files and information
  • Complete TCF (Treat Customers Fairly) questionnaires
  • Project work in support of Wills & Trusts Legal; including database creation, auditing of files and actioning follow-up points to ensure minutes relating to client Trusts are relevant, accurate and stored correctly.
  • Issue emails and correspondence to clients for completion, chasing clients where required ensuring the completed information is returned.

Our ideal applicant will previously have carried out an Administrative based position within a professional working environment. You will be passionate about learning and have a natural preference for working as part of a team, supporting a team of professionals. We are looking for impressive administrative, IT and organisational skills combined with a strong work ethos that requires you to genuinely care about putting our clients first.

We are also able to offer you an opportunity to join our professional training programme so you will not only build upon your administrative skills but also work towards a Financial Services Administrator Level 3 Apprenticeship including CF1 and LP2, qualifications that are widely recognised and will support your longer-term career advancement. In return for all your efforts we believe in recognising, developing and rewarding our colleagues, we have a comprehensive benefits package including free lunches, a generous holiday allowance that increases with service, your birthday off work, childcare vouchers, cycle to work scheme, personal financial planning advice, medical cover, a generous company funded pension plan and the opportunity to attend a variety of events both internationally and in the UK.