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£22,000 Warwickshire AL748 Angela Liscombe Financial Services Administration


Financial Services / IFA Administrator

Leamington Spa (ref AL748)

£18,000 - £22,000 + benefits


An established and growing IFA in Leamington Spa has an exciting new vacancy for an experienced IFA/Financial Services Administrator to join their team and to provide both clerical and administrative support to the Advisors and Paraplanners.


 The Role

§  To deal with telephone / email enquiries.

§  Create and maintain filing systems / client files.

§  Arrange meetings / book appointments.

§  Update and maintain the firm’s records / registers, and diary system as required.

§  Requesting quotes / comparisons as requested by advisers

§  Retrieving policy information from providers via phone or websites.

§  Submitting new business. 

§  Processing transactions on provider wrap platforms and ensuring a healthy cash balance is maintained

§  Compiling invoices.

§  Liaising with product providers as and when necessary.

§  Assisting advisers to provide all required information to paraplanner to create suitability report.

§  Assisting advisers to provide all required information for client meetings.

§  To attend meetings as and when required.

§  Create financial reports using spreadsheets.

§  General office duties including filing, shredding, photocopying and binding


Skills and knowledge

  • Good written and oral communication skills.
  • Good report writing skills.
  • Good methodical and organisational skills.
  • Computer literacy and good typing skills.
  • Accurate with good attention to detail.
  • Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
  • Basic knowledge of the financial services sector.
  • Knowledge of the following software packages and research tools: Intelliflo, Microsoft (Outlook, Word and Excel), Assureweb, Trustnet & Providers Websites.


If this role is of interest and you have the required skills and knowledge, 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.