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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.
Wealth Management Administrator
Salary Area Job Ref Consultant Sector
£18,000 - £28,000 dep on exp Leicestershire AL751 Angela Liscombe Financial Services Administration


Wealth Management Administrator

Leicester (ref AL751)

Salary dependant on experience and professional qualifications attained


My client is a well established and prestigious wealth management organisation based on the outskirts of Leicester.  Due to continued growth they are looking to appoint a Wealth Management Administrator to join their existing team.

The Role

Providing support to the 2 advisors and the Office Manager

Updating fact find information onto the IT system

Completing Suitability Reports

Processing new business

Processing pension transfers

Providing marketing support

Preparing documentation required for client meetings

Client servicing

The Person

Works accurately and efficiently

Has previous experience within pensions or wealth management environment

Ambitious and keen to develop knowledge further

CII qualifications an advantage although not essential

Willing to undertake professional qualifications



If this role is of interest, then please apply 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.