Financial Services Administration

Reference ID



Financial Services Administration


to £22,000 (dep on experience) + benefits

Contact Person

Angela Liscombe

Job description


Wealth Management

Derbyshire (our ref AL1001)

Full time Monday to Friday

Salary £18,000 - £22,000 depending on experience


My client is an established Wealth Management organisation and they are looking for an administrator to join their existing team.


The role will involve:


Sending out letters of authority to investment and pension providers, then chasing and monitoring

Preparing trust paperwork

Updating client fact find forms  / data input

Preparing client review letters

Covering the reception desk for lunch cover and other times when the receptionist is unavailable

Being second port of call for answering incoming telephone calls

Helping clients with queries, arranging appointments etc

General administration including photocopying, scanning, filing, opening and distributing the post


The person we are looking for:


Exceptionally professionally presented

Excellent communication skills

Previous experience working in a professional office, ideally but not necessarily financial services

Professional, friendly and bubbly disposition

Literate, numerate and accurate

Able to work within a team and alone

IT literate

Able to work to deadlines


If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website


 I have read and accept the  Website terms of use and Privacy Policy and consent to receiving information from North Oak Recruitment Limited.