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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.
Investments Administrator / Account Executive
Salary Area Job Ref Consultant Sector
to c£26,000 + generous benefits Leicestershire AL811 Angela Liscombe Financial Services Administration


Investments Administrator / Account Executive

Leicestershire (Our Ref AL811)

Salary to c£26,000 + generous benefits and discretionary bonus


My client is a Chartered IFA, Pensions and Investments company and they have an exciting new opportunity for an Investments Account Executive to join their team.

The Role

Provide a quality administration service in respect of the investment portfolios managed by the Investment team. 

The Team advises on, administers and manages portfolios on both an advisory and discretionary basis, for different types of clients:

·         Individuals

·         Self Invested Pension Schemes (SIPP and SSAS)

·         Companies

·         Trusts

·         Charities


The majority of investments are traded through online platforms with some holdings held direct and include:

·         Unit Trusts/OEICs/ICVCs

·         Individual Savings Accounts (ISAs)

·         Exchange Traded Funds (ETFs)

·         Investment Trusts

·         Direct Equities (execution only)

·         Investment Bonds

·         Trustee Investment Plans


The Person


·           Educated to (at least) A-Level standard (or equivalent)

·           GCSE Maths (or equivalent) – Grade B or above (or equivalent)

·           GCSE English (or equivalent) – Grade B or above (or equivalent)

·           MS Works/Office computer literate – MS Word, sending and receiving emails

·           Interest in financial services

·           Numerate

·           Knowledge of investment and other financial services legislation relevant to role

·           IT skills and knowledge of IT systems and programmes relevant to role

·           Knowledge of in-house systems relevant to role

·           Knowledge of compliance procedures relevant to role, including the FSA Client Money and Money Laundering regulations

·           Ability to create and maintain accurate and tidy paper and computer based records


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.