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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Advisor Support Administrator
Salary Area Job Ref Consultant Sector
to c£20,000 pa Nottinghamshire AL804 Angela Liscombe Financial Services Administration

Description

Adviser Support Administrator

Near Nottingham City Centre (our ref AL804)

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

 

My client provides comprehensive financial planning to a wide range of clients, and prides itself on building long lasting, professional relationships.  They now have an exciting new opportunity for an individual with previous experience within wealth management, to join their existing team.

 

Job Description

 

Process and monitor new and existing business cases.

Liaise with clients and providers during progress of applications and ad-hoc enquiries Producing/sending letters & via phone calls/emails

Use back office system daily to prioritise and manage workload and monitor ongoing & new cases.

Use suitability report templates to prepare basic advice reports.

Prepare compliance packs for Advisers/Intrinsic pre-approval – checking cases before submitting for pre-approval.

Print and prepare application forms, report & illustrations for Advisers

Use Provider Platforms to process and monitor new business.

Prepare Annual Client Reviews submitted by advisers.

Provider Commission Reconciliation and Queries Management.

Provide general ad-hoc support to advisers and paraplanners as required.

General Office & administration (Post, stationery ordering, phone calls, visitor reception, setting meetings & appointments).

 

The Person

 

IT literate, Numerate and Accurate / good eye for detail

Previous experience working within a professional office environment, ideally financial services

Working knowledge of the wealth management industry, including life, pensions and investments

Good communication skills, both written and oral

Able to use own initiative and to work to deadlines

CII qualifications an advantage, although not a requirement

 

If this role is of interest, please apply with an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.


 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.