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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.
Senior Administrator
Salary Area Job Ref Consultant Sector
to £30,000 + benefits Warwickshire AL863 Angela Liscombe Financial Services Administration


Senior Administrator – Financial Planning

Leamington Spa (our Ref AL863)

Salary £25,000 - £30,000 per annum + benefits (part time hours considered)


My client is an established Financial Planning organisation, and they have an exciting new opportunity for an individual with experience in this industry to join their team in providing administrative support to one of the Directors. 

Duties will include:

         ? To process new business and update the back-office system (IRESS).

         ? Track new business through to completion

         ? To handle inbound client/provider calls/written correspondence dealing with general enquiries.

         ? Arrange quotes

         ? Maintain a diary system to manage scheduled events and ongoing work

         ? Maintain electronic files within company standards

         ? Process post-advice administration (including valuations) on behalf of the Director and client.

         ? Assist with general office duties e.g. filing/answering phones etc and to assist with any ad hoc projects to improve operational standards


Key Skills and Personal Attributes


·         Track record of providing high quality administrative support in the financial planning industry.

·         Able to deal with the issues relating to the administration of pre- and post-retirement planning (including pension transfers), investments and taxation is key to this role.

·         Excellent organisational and prioritising skills, with the ability to stay focused under pressure.

·         Excellent verbal and written communication skills.

·         Able to demonstrate excellent attention to detail.

·         Self-motivated, able to work on own initiative, and to also collaborate as a team player

·         Strong PC skills with good knowledge of MS Word, Excel and Outlook.



         Qualifications that demonstrate a keen interest in this area including working towards or achievement of level 4.

         Knowledge of research tools & software.

         Desire to maintain knowledge of industry developments and able to identify process improvements.


If this role is of interest, please apply in the first instance with an up to date CV.

We aim to respond to all applications but occasionally, due to overwhelming response, this is not always 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.