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.
 
   
 
   
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Wealth Management Administrator
Salary Area Job Ref Consultant Sector
to £23,000 + benefits Nottinghamshire AL732 Angela Liscombe Financial Services Administration

Description

Wealth Management Administrator

Nottingham (Our Ref AL732)

Salary to £23,000 per annum + benefits

 

An exciting new opportunity for a Wealth Management Administrator has arisen with a successful and ever expanding Nottingham based Wealth Management Company.

 

Working closely with the financial advisers, your role will involve:

 

·         Being the contact point for clients and dealing with their queries

·         Handling death claims, fund switches, change of personal details

·         Managing Adviser diaries

·         Booking client review meetings

·         Completing pre-appointment preparation work and packs on behalf of the Adviser

·         Updating client files following Adviser client meetings

·         Dealing with Letters of Authority

 

The ideal candidate:

 

·         Knowledge of Wealth Management Products, Retirement Planning, Investments etc

·         Excellent communication skills, both verbal and written

·         IT literate

·         Ability to work efficiently and effectively in order to provide a first class service to the Advisers and to clients

·         Ability to work collaboratively, in a team

 

If this role is of interest, then 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.