Client Manager – Hybrid Finance Admin in Leicester

Client Manager – Hybrid Finance Admin in Leicester

Leicester Full-Time 31500 - 38500 £ / year (est.) No working from home possible
North Oak Recruitment

At a Glance

  • Tasks: Manage client portfolios and provide top-notch admin support to financial professionals.
  • Company: North Oak Recruitment, a leader in financial services recruitment.
  • Benefits: Hybrid working model, parking provided, and opportunities for career advancement.
  • Other info: Enjoy a supportive environment with flexible working options.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Minimum 2 years in financial services and strong knowledge of pensions and investments.

The predicted salary is between 31500 - 38500 £ per year.

North Oak Recruitment is seeking a Client Manager in the Leicestershire area to act as the in-house contact for a portfolio of clients and provide high‑quality administration support to the Investment Manager and Financial Planner.

The role requires a minimum of 2 years in financial services administration, strong knowledge of pensions and investments, and the ability to manage records across multiple platforms.

A hybrid working model is available after initial training, with parking provided.

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Client Manager – Hybrid Finance Admin in Leicester employer: North Oak Recruitment

As an Investment Administrator at our Leicester office, you will join a company that has prioritised client satisfaction for over 40 years, fostering a culture of excellence and collaboration. With a competitive salary of up to £33,000 and a hybrid working option, we offer exceptional benefits and ample opportunities for professional growth, making it an ideal environment for those seeking a rewarding career in investment client servicing.

North Oak Recruitment

Contact Details:

North Oak Recruitment Recruitment Team

We think you need these skills to ace Client Manager – Hybrid Finance Admin in Leicester

Financial Services Administration
Knowledge of Pensions
Knowledge of Investments
Record Management
Client Relationship Management
Communication Skills
Attention to Detail