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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.
Office Manager
Salary Area Job Ref Consultant Sector
to c£40,000 pa Leicestershire AL782 Angela Liscombe Admin Manager


Office Manager – Pensions and Wealth Management

Leicestershire (Ref AL782)

Salary c£28,000 - £40,000 per annum depending on experience

My client is a rapidly expanding Pensions and Wealth Management company, and they have an exciting new vacancy for an experienced Office Manager to join their growing team.


Main Responsibilities:

·         To be available as a first point of call for administrator queries and a point of escalation for clients.

·         To take charge of and develop a training and development plan for administrators and actively encourage the team.

·         To provide motivation and develop teamwork within the helpdesk and support team.

·         To ensure that high levels of accuracy and attention to detail is maintained and ensure any errors are rectified and used as a training and development identifier.

·         Maintain accurate records for all staff.

·         To assist with the wider company and project management and actively identify areas for improvement within the business.

·         To liaise and book appointments with potential clients.

·         Be able to handle incoming and outgoing calls balancing a variety of call types and complete any actions necessary following calls to provide the best service to clients.

·         To identify and manage complaints in line with the internal complaints policies and processes.

·         Ability to escalate any queries to the appropriate level within the company


Skills Required

·         Excellent written and oral interpersonal skills; the ability to communicate effectively with colleagues, clients, potential clients and providers.

·         Should be detail orientated and conscientious with the ability to demonstrate a methodical, organised, flexible approach to work.

·         Ability to always put the teams needs ahead of own and balance workloads

·         Adheres to set deadlines and has the ability to work under pressure while managing multiple responsibilities.

·         Excellent management skills covering a wide variety of staff members of differing needs and development desires.

·         Ability to prioritise work and accept responsibility for all work completed by the team.

·         Maintain regular team meetings covering topical matters.

·         Uphold high standards of client satisfaction and regularly maintain KPIs and one to one reviews with staff members.

·         Must maintain a high level of confidentiality and discretion at all times.

·         Remain up to date with changes in legislation, AML policies and Data protection laws.

·         Computer literate and have the ability to pick up new systems quickly and provide training on these to the team.

·         Be proactive in approach to work planning & maintain a forward thinking approach to ensure that necessary preparations are performed prior to a change in workload.

·         Be responsible for checking work completed by the team and developing methods for audit and identifying potential problems before development.

·         Actively engage with the team to encourage best practice & efficiency.


If this role is of interest and you have a background within wealth management or pensions, 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.