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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.
 
   
 
   
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Wealth Management Administrator
Salary Area Job Ref Consultant Sector
to £24,000 + benefits Nottinghamshire AL830 Angela Liscombe Financial Services Administration

Description

Wealth Management Administrator

West Bridgford, Nottinghamshire (Our Ref AL830)

Salary £18,000 - £24,000 depending on experience

 

My client is an established Independent Financial Advisory practice, who deal with both Private and Corporate clients.

They are now looking to appoint a Wealth Management Administrator to join their team, and the role would suit either an individual who has performed this role before and enjoys providing administrative support to Financial Adviser, or an individual who has the previous experience and now wishes to develop their role further and become a paraplanner in the future.

The role:

To provide administrative support to Financial Advisers and Paraplanners

To handle client queries

To liaise with insurance companies

To process new business applications, checking for completeness and compliance

To chase new business through to completion

To produce portfolio valuations

The Person

Previous experience within financial services / wealth management

IT literate

Numerate and Literate

Good communication skills

Able to work accurately and to deadlines

 

If this role is of interest, please apply with an up to date 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.