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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 & SSAS Consultant
Salary Area Job Ref Consultant Sector
to £50,000 basic + generous benefits and rewards p East Midlands AL772 Angela Liscombe Financial Advice


Wealth Management & SSAS Consultant

East Midlands (our Ref AL772)

£35,000 - £50,000 per annum + generous benefits and rewards package


Our client is an established Pension and Wealth Management organisation, now looking to appoint an experienced Wealth Management and SSAS Consultant to join their existing team.

You role will be to service and sustain an existing SSAS Portfolio, enhancing the current client relationships and ensuring that all client needs are catered for.  You will be providing a complete Wealth Management Advisory service including Investment, IHT and Retirement Planning, and will be confident in expanding your client bank and growing the business.

The suitable candidate will have a good understanding of Small Self Administered Schemes and will have previous experience in providing Wealth Management advice within an IFA environment ideally.  Diploma Level 4 is of course, essential.

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

By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.

 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.