At a Glance
- Tasks: Support clients by managing inquiries, organising meetings, and assisting with financial documentation.
- Company: North Oak Recruitment, a supportive team in finance and wealth management.
- Benefits: Starting salary of £26,000 plus benefits, Monday to Friday hours.
- Other info: Office-based role with a friendly atmosphere and growth opportunities.
- Why this job: Join a dynamic team and kickstart your career in finance and wealth management.
- Qualifications: Experience in financial services is a plus, but not required.
The predicted salary is between 29000 - 32000 £ per year.
North Oak Recruitment is seeking an Administrator Support – Finance & Wealth Management in Leicester.
This fully office-based role runs Monday to Friday, 8am to 4pm, with a starting salary of £26,000 plus benefits and a supportive team.
You will handle client inquiries, organise meetings, manage documents and assist advisers with post-meeting administration and annual reviews, using MS Office and CRM systems.
Experience in financial services is advantageous but not essential.
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Office-Based Finance & Wealth Admin - Client-Focused employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
