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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 Services Administrator
Salary Area Job Ref Consultant Sector
to c£26k West Midlands AL746 Angela Liscombe Financial Services Administration


Financial Services Administrator

Edgbaston (our Ref AL746)

Salary to c£26,000 + excellent benefits


My client is an established IFA who deals with high net worth clients, providing holistic financial planning.  They now have an exciting new opportunity for an experienced financial services administrator to join their team.

Your role will involve:

·         Providing administrative support to the financial advisers

·         Dealing with client queries

·         Liaising with providers

·         Preparing quotations and valuations

·         Preparing client files

·         Processing new business and following it through to completion

·         Ensuring paperwork is compliant

The Person:

·         Previous experience within a similar administrative support role within financial services

·         Knowledge of wealth management including pensions and investments

·         IT literate

·         Good communication skills

·         Ability to work to tight deadlines and handle fluctuating workloads


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.