Welcome to North Oak Recruitment, dedicated to delivering what we promise - a quality recruitment service. Whether you are a financial services company looking to recruit staff, or whether you are an individual looking for your next career move within financial services, you can rest assured that you will be in the safe hands of an expert, trained and experienced in managing all of your recruitment needs and putting your interests first.  Call us now for Financial Services vacancies.
Salary Area Job Ref Consultant Sector
£15,000 - £20,000 Derbyshire AL722 Angela Liscombe Financial Services Administration


Administrator – Wealth Management


Salary 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 managers.

·         Maintain internal registers and databases.

·         Assist in the continual improvement of our processes.

·         Assist the team with other tasks as required

Knowledge and experience

·         Some experience in administration or a financial services background desirable.

·         Proven ability to think on your feet and come up with solutions to problems.

·         Holding or studying towards relevant qualifications such as the CII Diploma in Regulated Financial Planning would be an advantage. Desire to study essential.

·         A history of being able to communicate to different types of people clearly and confidently.

·         Excellent written work, with proven ability to prepare work without errors.

·         Good numeracy skills with experience of using spreadsheets.

·         Experience with Intelligent Office and provider websites desirable.

About you

·         A passion for doing things well, with accuracy, detail and great presentation.

·         Professional, positive, focussed and friendly. A strong team player.

·         Able to prioritise and manage workloads calmly and effectively.



If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.

 North Oak Recruitment have worked very hard to find me a position.  Angela has been friendly and professional, she listened to what I was looking for and I would recommend her to anyone looking for a new job. 
Sharon M.
 Angela is second to non in her knowledge of the financial services industry across the Midlands.  Having been made redundant I was feeling unsure about my future but Angela was very reassuring and quickly got to work for me.  Within 3 weeks, I had the perfect role and I can't recommend Angela highly enough - Thank You!
Kate M.