Administrator Wealth Management

Financial Services Administration

Reference ID



Financial Services Administration


to £25,000 + benefits

Contact Person

Angela Liscombe

Job description

Administrator  Wealth Management

Nottingham (our ref AL918)

Salary to £25,000 + benefits


My client is an established Wealth Management Organisation and due to internal promotion, they now have a requirement for an experienced administrator to join their team.

The ideal candidate will have previous experience in a similar role.

Main duties:

  - File preparation for a range of adviser meetings.

  - Entering information onto Intelliflo and the Companys back office system

  - Suitability report writing

  - Business processing

  - General administration including client contact.

This company has a track record of promoting administrators to paraplanning roles so this would suit somebody who wishes to develop their career further within the industry, although this is not a requirement.

If this role is of interest please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  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. Our 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.