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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
to £25,000 + benefits Nottinghamshire AL786 Angela Liscombe Financial Services Administration

Wealth Management Administrator
Nottingham (our ref AL786)
Salary to c£20,000 - £25,000 per annum + benefits
My client is an established and prestigious IFA organisation based in Nottingham and due to continued growth they are now looking to appoint a further Wealth Management Administrator, to join an existing team.
The Role
  • Dealing with client queries
  • Preparing files for first and second meetings
  • Preparing documents and applications for submission
  • Valuations and quotations
  • Update client database
  • Work closely with Advisers and Paraplanners
The Person
  • Previous experience within IFA Administration
  • Desire for personal development, including undertaking CII qualifications, and possibly working towards a paraplanning role
  • Good communication skills
  • IT literate
If this role is of interest please apply with an updated CV.

 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.