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
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.
