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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.
Investment and Pension Administrator
Salary Area Job Ref Consultant Sector
to £25,000 pa + benefits Leicestershire AL765 Angela Liscombe Financial Services Administration


Investment and Pension Administrator

Leicester (Our Ref AL765)

Salary to £25,000 depending on experience + benefits


Our client is a very well regarding wealth management company, who now have an exciting new opportunity for an experienced Investment and Pension Administrator to join their team.


The role will be varied, and will typically involve the following core activities:



·         Processing investment transactions through to completion

·         Processing changes within trusts and re-assigning investments

·         Processing and seeing through to completion of ISA and platform re-registrations of plans

·         Processing pension contribution applications through to completion

·         Processing pension transfer applications through to completion

·         Processing drawdown applications through to completion

·         Processing annuity applications through to completion

·         Ensuring the client database and clients are kept up to date with progress

·         Dealing with ad-hoc queries from advisers and clients

·         Reconciling client valuations

·         Ongoing updating and maintenance of all client information

·         Ensuring compliance issues such as ID verification, client agreements are up to date for clients

·         Ensuring insurance companies provide accurate information and process applications timely and accurately

·         Processing proposals for Life products through to completion when the Life Team requires extra support


The ideal candidate is likely to have::


·         CII qualifications

·         A genuine interest in the investment and pensions industry

·         Knowledge of Cofunds, 7IM, Aviva and James Hay Platforms

·         Knowledge of 1st/Avelo/IRESS database

·         Knowledge of Investment and Pensions products

·         Flexible approach and able to adapt to varying workloads

·         Attention to detail

·         Good communication skills


If this role is of interest, please apply in confidence with an up to date CV or call Angela Liscombe at North Oak Recruitment for a further discussion.


 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.