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.
Financial Services Administrator
Salary Area Job Ref Consultant Sector
£18,000 - £20,000pa Nottinghamshire AL719 Angela Liscombe Financial Services Administration


Financial Services Administrator

Mansfield (ref AL719)

Salary circa £18,000 - £20,000 depending on experience


My client is a well regarded Wealth Management company, and due to expansion, they are looking to appoint a further financial services administrator to join their team.  This is an exciting role with great future prospects, working in modern, open plan offices.

Day to day, your role will involve:

·         Processing new business

·         Handling client queries

·         Invoicing

·         Preparing client files

·         Preparing quotations

·         Liaising with clients and providers

·         Updating client database

Skills & experience required:

·         Previous experience within a wealth management environment

·         Good communication skills, both written and oral

·         IT literate, ideally with experience of ‘Intelligent Office’

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.