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.
Financial Planning Administrator
Salary Area Job Ref Consultant Sector
to c£18,000 per annum Derbyshire AL735 Angela Liscombe Financial Services Administration


Financial Planning Administrator

Melbourne, Derbyshire (our Ref AL735)

Salary to c£18,000 per annum


Our client is a small and prestigious IFA organisation, providing holistic financial planning to both private and corporate clients.  They now have an exciting new opportunity for an individual with previous experience in financial services to join their team.

The role:

·         Handling incoming and outgoing post, including scanning

·         Updating client records on the back office system

·         Research, preparation and presentation of client valuations and policy reviews

·         Working with the financial controller on client fee reconciliation

·         Processing new business

·         Assisting paraplanners

·         Applying FCA compliance requirements to all work completed

The person

·         Previous experience within financial planning / wealth management / employee benefits

·         Microsoft Office and Intermediate IT skills essential

·         Proven customer service experience essential

·         Ability to work on own initiative as well as part of a team essential

·         Knowledge of the Standard Life Platform desirable

·         Experience of back office integration desirable

·         Knowledge of Intelliflo desirable

If this role is of interest, please apply in confidence with an up to date 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.