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Wealth Management Administrator
Salary Area Job Ref Consultant Sector
to c£25,000 Nottinghamshire AL734 Angela Liscombe Financial Services Administration


Wealth Management Administrator

Nottingham (our ref AL734)

Salary to c£25,000 per annum + benefits


My client is an established and prestigious IFA organisation based in Nottingham and due to continued growth they are now looking to appoint a further Wealth Management Administrator, to join an existing team.

The Role

·         Dealing with client queries

·         Preparing files for first and second meetings

·         Preparing documents and applications for submission

·         Valuations and quotations

·         Update client database

·         Work closely with Advisers and Paraplanners

The Person

·         Previous experience within IFA Administration

·         Desire for personal development, including undertaking CII qualifications

·         Good communication skills

·         IT literate

If this role is of interest please apply with an updated CV.

 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.