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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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Senior Administrator
Salary Area Job Ref Consultant Sector
to £28,000 pa Derbyshire AL855 Angela Liscombe Financial Services Administration

Description

Senior Administrator – Wealth Management

Derby (Our Ref AL855)

Salary £20,000 - £28,000 per annum + benefits

 

My client is an established and expanding Chartered Wealth Management company providing holistic independent financial planning advice to its clients.  There is now an exciting new opportunity for an individual who has previously worked with Wealth Management to join their Derby based team in an administrative role, providing valuable support to the Advisers and Paraplanners.

 

The role

 

·         Processing financial transactions (related to investments, insurance policies, sales, fund switches, withdrawals, and so on) from the moment they are agreed and seeing them through to completion.

·         Communication to clients throughout the transaction process.

·         Requesting and collating financial information.

·         Preparing application forms and client documentation.

·         General client administration and communication.

·         Addressing complex administration queries and investigating any problems.

 

About you

 

·         Organised, with outstanding written and verbal communication skills.

·         You will enjoy speaking to people by phone, get satisfaction from ticking things off your to-do list and being part of a busy team.

·         Previous experience of working in a financial advice firm

·         CII qualifications will be a distinct advantage, with the desire to progress further with industry qualifications and develop your career.

 

If this role is of interest, please apply with an up to date CV in confidence or call Angela Liscombe at North Oak Recruitment for an initial discussion.  We aim to respond to all applications but occasionally, due to overwhelming application response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.


 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.