– Wealth Management
c£15,000 - £20,000 depending on experience (our ref AL722)
My client provides financial planning advice to families and
businesses throughout Derbyshire and beyond, particularly those with complex
needs. They build long term, trusted relationships, and strive to provide their
clients with a dedicated and quality service. As a Chartered Financial Planning
firm, they work with quality clients and their standards are high.
There is currently a vacancy for a Financial Services
Administrator, full time role based in their offices in Derby. The salary and
benefits package will be dependent on your experience and abilities. The role
is flexible as to experience level and would suit a school/college leaver as an
alternative to university, recent graduates looking to join financial services
or an experienced administrator/paraplanner looking to develop within a high
quality niche financial planning firm.
Prepare valuations of clients’ investment and pension plans.
General Administration tasks such as office maintenance, stock
control, post, dictations
Produce new business illustrations.
Submit and progress new business applications.
Attend client meetings on occasion and produce attendance notes.
Liaise with clients and keep them well informed.
Liaise with third parties such as life companies and investment
Maintain internal registers and databases.
Assist in the continual improvement of our processes.
Assist the team with other tasks as required
Some experience in administration or a financial services
Proven ability to think on your feet and come up with solutions
Holding or studying towards relevant qualifications such as the
CII Diploma in Regulated Financial Planning would be an advantage. Desire to
A history of being able to communicate to different types of
people clearly and confidently.
Excellent written work, with proven ability to prepare work
Good numeracy skills with experience of using spreadsheets.
Experience with Intelligent Office and provider websites
A passion for doing things well, with accuracy, detail and great
Professional, positive, focussed and friendly. A strong team
Able to prioritise and manage workloads calmly and effectively.
role is of interest, please apply in confidence with an up to date CV to Angela
Liscombe at North Oak Recruitment.