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Wealth Management Administrator
Salary Area Job Ref Consultant Sector
to £25,000 + benefits Nottinghamshire AL786 Angela Liscombe Financial Services Administration

Description
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.