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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.
Financial Records Administrator
Salary Area Job Ref Consultant Sector
c£20,000 pa Leicestershire AL806 ANGELA LISCOMBE Pensions


Financial Records Administrator – Pensions

Leicester (our Ref AL806)

Salary c£20,000 per annum + benefits


Our client is a long established IFA and Pension Provider and they are now looking to appoint a Financial Records Administrator to join their Pensions Team (SIPP Department).

The Role:

·         Reconciling bank accounts

·         Monthly payroll

·         Collecting fees

·         Assisting with the production of client valuations

·         Assist with the preparation of VAT returns

·         Completion of the HMRC Annual Tax return to reclaim tax deducted on investment income

·         Provide a quality service to both clients and their advisers


The Person:


·         Experience of VAT and PAYE would be advantageous

·         Experience of Pensions would be advantageous

·         Good personal organisational skills with the ability to prioritise their own workload

·         Proactive, enthusiastic and driven approach

·         Good attention to detail

·         Works well under pressure maintaining attention to detail

·         Ability to work to prescribed deadlines

·         Clear concise communication skills at all levels

·         A positive attitude to client care


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