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.
 
   
 
   
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Wealth Management Administrator
Salary Area Job Ref Consultant Sector
to £20,000 + bens Leicestershire AL774 Angela Liscombe Financial Services Administration

Description

Wealth Management Administrator

South Leicestershire (Our Ref AL774)

£16,000 - £20,000 + benefits

 

An exciting new vacancy has arisen within this well established IFA and Discretionary Fund Management company based in South Leicestershire.

The role

General day to day administration to include

General enquiries

Liaising with clients, accountants and insurance companies by telephone, e-mail, fax and letter

Handling incoming post

Updating both paper and computer records

Filing, valuations and file thinning for scanning

Obtaining quotations from exweb/adviser asset/other sites

Processing of applications and ensuring that they are processed smoothly, ensuring all files are compliant.

Ensuring diary entries are actively closed, and recording updates.

 

The ideal person

Understanding of First Software Adviser Office

Understanding of Report and Research Processes within wealth management

Broad knowledge of Life and Pensions policies along with some investment policies.

The ability to work towards obtaining CII qualifications

IT Literate

Good communication and organisational skills

 

If this role is of interest, please apply with an up to date CV to Angela Liscombe at North Oak recruitment, or call for a confidential 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.