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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 Technical Administrator
Salary Area Job Ref Consultant Sector
to £30,000 + benefits Derbyshire AL832 Angela Liscombe Financial Services Administration

Description

IFA Technical Administrator

Derbyshire / Leicestershire border (our ref AL832)

Salary to £30,000 depending on experience + benefits

 

An excellent opportunity has arisen for an experienced IFA Technical Administrator, preferably of graduate level or equivalent, to join established team within a successful IFA firm,

operating in both the Private Wealth Management and Corporate arenas.. The client is offering progression through to paraplanning or advising for those who wish to take that route.

Working directly with Financial Planning Consultants and their Technical Support team you will deliver a first class client service, the principal duties of this role will include:

  • Working as part of the team to assist with technical research, supporting the advice process and supporting client meetings
  • Liaising with product providers and other third parties to obtain information on clients' existing arrangements
  • Pre-populating forms, preparing letters of authority and obtaining product research
  • Production of client valuations and preparation of review packs
  • Obtaining illustrations and quotation
  • Maintaining client database
  • General department administration and filing duties; as they are a small team any individual  will need a broad range of skills and not be afraid to contribute to the running of the office


Successful applicants will need to be able to plan and prioritise their own workload, produce output to a very high standard, communicate with colleagues and clients in a professional manner and be a good team worker.

To be considered for this position, applicants will also need to have:

  • Experience of working as a Financial Planning Administrator within a professional services company
  • A working knowledge of Microsoft Word, Excel and Powerpoint
  • Excellent numerical skills
  • Effective written and verbal communication skills
  • Professional telephone manner
  • A commitment to ongoing learning and self development
  • A degree in a relevant subject would be a distinct advantage

If this role is of interest, please apply in confidence 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.