Current Vacancies

SIPP Administrator

Salary to £25,000 pa (negotiable) + benefits

Leicester City Centre (our Ref AL964)

A number of exciting opportunities have arisen with a very long established and well respected Pensions Company, who are opening a new operation in Leicester City Centre.

Role overview
We are  looking for a Pensions Administrator to join their team, this is a great opportunity for someone with some pensions experience looking to progress further in their career. You will be working within a friendly environment in modern City Centre Offices and will be provided with full support and encouragement to achieve your career goals.
 
You will be positive, professional and experienced and must be able to work on your own initiative to produce quality work on a timely basis. In addition, you should help to build an improved service offering in the department by contributing your time and expertise to the team. 
 
As a Pensions Administrator you will be dealing with the administration of the pension schemes (SIPPs).  You will be responsible for managing and processing all aspects of the pension and dealing directly with clients and advisers.
 
Key responsibilities

• Receiving instructions and ensuring that any task activity is accurately completed
• Building and maintaining good relationships with clients and advisers
• Informing clients and financial intermediaries of specific matters or issues affecting their schemes, especially actual or potential problems
• Ensuring that client deadlines, all internally agreed key performance indicators, service standards and regulatory reporting requirements are met.

• Proactively identifies risk within the department and escalates concerns to Team Leader

 
Skills and experience

• At least 1 year pensions experience
• Strong Administrative skills
• Ability to identify and process data
• Customer focused
• Drive to continually improve your knowledge and skillset

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 always 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.  Full Privacy Notice can be found on our website.

Client Relationship Manager  (Ref AL933)

South Leicestershire

Salary £23,000 to c£30,000 + benefits and bonus

My client is a forward thinking IFA based in Leicestershire and they are looking to appoint a Client Relationship Manager to join an existing team.

This is a key administrative role within the company which also involves developing and nurturing long lasting client relationships.

Day to day, your role will involve carrying out all pre and post meeting administration, for both corporate and private clients.  This will involve adhering to strict company and FCA guidelines, and working to tight deadlines.  You will also have the opportunity to be involved in client meetings, and so in addition to your time management skills, systematic and forward thinking approach, you will be professional, confident and credible.

Knowledge Required

A background within wealth management, ideally in an IFA environment

Part or fully industry qualified

A good understanding of life, investment and pension products for both Corporate and Private clients

Working knowledge of Industry IT systems

Report writing skills

Experience of fund switching

Knowledge of Compliance requirements

Personal Attributes

Self motivated

Ability to work within a pressured environment and to tight deadlines

Keen to self develop

Able to work within a team

Ambitious

This is a fantastic opportunity for an individual who has a good solid grounding within the financial services industry and who would like to take their career to the next level.  If you would like to apply then please send an up to date CV or call Angela Liscombe at North Oak Recruitment for a confidential discussion.  

We aim to respond to all applications but occasionally, due to overwhelming response, this is not always 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 info@northoakrec.co.uk.  Full Privacy Notice can be found on our website

IFA Administrator / Client Account Manager (ref AL929)

Leicestershire

Competitive Salary + benefits including parking

My client is an IFA with a reputation for quality and professionalism.  They are now looking to appoint an experienced Client Account Manager to provide a first class administrative service to their Independent Financial Advisers.

The Role

• Preparatory work for Client meetings
• Attending clients meetings where needed and taking of meeting notes.
• Coordinating of action points from meetings and completing work required.
• Dealing with client telephone calls.
• Managing client expectations and building client relations.
• Research, preparation and collation of information in relation to advice being given to clients.
• Drafting of suitability letters/reports where required.
• Liaising with insurance companies on client queries. 
• Requesting illustrations required in respect of new and existing business
• Processing of new business to completion and in line with our Administration and compliance procedures.
• Ensure any administration work completed is compliant and completed within the admin and compliance procedures.
• Preparation and completion of drawdown reviews for SIPP clients.
• Managing of Tasks and annual review dates.
• Updating client records and ensuring that the electronic folders and paper files are in good order and in line with our procedures.
• Responsibility for ensuring that the information in the Fees & Commission Spreadsheets are correct.

The Person

·        Ability to manage time and workload

·        Knowledge of Wealth Management and industry products and services

·        Problem solving and analytical skills

·        Knowledge of back office systems (ideally Advisor Office/Outlook/Excel etc)

_·         Outstanding customer service and relationship building skills

·        Attention to detail and accuracy

·        Ability to use initiative and be self-motivated

·        Ability to work effectively as part of a team including providing support and guidance to other team members

·        Ability to communicate effectively at all levels

_·         Ideally Fully or working towards  DipPFS with a minimum of 5 years industry experience, however applications are welcomed from individuals with less in the way of qualifications who can demonstrate relevant hands on experience.

If this role is of interest, please apply in confidence with an up to date CV to Angela Liscombe at North Oak Recruitment.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always 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.

Paraplanner

Near Derby (Our Ref AL925)

Salary to c£36,000 + benefits

An excellent opportunity has arisen for an experienced paraplanner to join an established team based near Derby.  Our client is a successful Wealth Management Organisation providing independent financial advice to Private and Corporate clients.

You will work closely with the Wealth Planners and will be responsible for creating reports and financial plans for clients in areas such as investments, retirement planning and IHT Planning.

You will have previous paraplanning experience and may be level 4 Diploma qualified although this is not a requirement.  Experience using Voyant will be a distinct advantage. Full support is on offer for the attainment of further professional qualifications.

If this role is of interest, then please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always 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.

Paraplanner

Nottingham (our ref AL917)

Salary to c£34,000 + benefits

My client is a prestigious Investments and Wealth Management organisation in Nottingham and now has an exciting opportunity for an enthusiastic and motivated individual to work within their Paraplanning team.

The role will involve working closely with the teams IFAs to deliver compliant financial advice to clients of the firm. This may involve conducting research, establishing client requirements, writing recommendation reports and managing the review service. In addition, the successful candidate will be willing to assist in all functions of the department, which may include administration, preparation of paperwork, customer queries and client facing tasks.

The successful candidate will have previous experience working as a Paraplanner in a professional environment and will be either qualified to or working towards CII level 4. Detailed knowledge of both corporate and private clients is required. You will be a team player, meticulous in your method of working and have excellent attention to detail whilst enjoying researching and analysing information. Exceptional customer service, telephone and interpersonal skills are also required along with IT proficiency.

Paraplanner

Nottingham (Our Ref AL915)

Salary to c£35,000 per annum + benefits

Our client is a very well established wealth management company and they now have an exciting new vacancy for an experienced Paraplanner to join their team.  You will be working closely within a team, and providing technical support to Wealth Planners who provide holistic financial planning to Mid and High Net Worth Private clients.

Main responsibilities of the role:

·        Technical research

·        Report writing and drafting advice letters

·        Keeping client affairs under review

·        Managing client expectations

·        Liaising with the relevant administration teams

The ideal Person:

·        Previous paraplanning experience within a wealth planning environment

·        IT literate with experience of industry software

·        CII qualified, ideally to Diploma Level 4

If this role is of interest, please apply in confidence or call Angela Liscombe at North Oak Recruitment for a confidential discussion. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always 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.

Paraplanner

Derby (Our Ref AL911)

Salary to c£30,000 plus benefits

An excellent opportunity has arisen for an experienced paraplanner to join a vibrant team based on the outskirts of Derby.  Our client is an established and growing Chartered Financial Planning organisation providing independent financial advice to Private and Corporate clients.

You will work closely with Financial Planners and will be responsible for creating reports and financial plans for clients in the areas of investments, retirement planning, pension transfers and protection.

It is envisaged that you will have previous paraplanning experience and will be level 4 Diploma qualified or well on your way to achieving this.  Full support is on offer for the attainment of further professional qualifications and should you wish to work towards an advisory role within the company in the future, then this can be accommodated.

If this role is of interest, then please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always 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.

Paraplanner

Leicester (Our Ref AL908)

Salary £28,000 to £30,000 per annum + benefits

Our client is a growing privately owned Independent Financial Advice firm which prides itself on its relaxed but productive working environment.  They are looking for an individual, ideally with relevant experience to fulfil a role that plays an important part in delivering a quality service to their sizeable client bank.
 
Main Duties and Responsibilities: 

• Assist consultants where needed in each stage of the advice process.
• Analyse existing client holdings including contract features, fund and charges analysis
• Create compliant Suitability Reports
• Prepare supporting research (e.g. cash flow models)
• Prepare supporting documentation (compliance and application paperwork, illustrations etc)
• Deal with consultant and client technical queries
• Maintain clear and compliant client records
• Carry out other related duties when required

 
Required Skills/Qualities/Qualifications:
 
Essential: 

• To have good written skills, and be able to explain in writing sometimes complicated information in a clear and concise fashion
• To have good verbal skills and be able to confidently speak with product providers, and also clients and other professionals when needed
• To have an eye for detail and ability to analyse and draw conclusions from information, as well as identifying any omissions and inconsistencies in it
• A thorough approach to work with an emphasis on quality
• To be able to work as part of a team, but also be able to take responsibility and work independently when required
• To be flexible in terms of responding to the differing requirements of consultants
• A willingness to study outside of work time and gain further professional qualifications

 
Desirable: 

• Diploma/Level 4 qualified, or at least having made significant progress towards obtaining this qualification
• Experience of Iress Adviser Office IFA software, Iress Exchange, cashflow modelling software packages, Financial Express Analytics

If this role is of interest, please apply in confidence, with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always 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.

Paraplanner

Near Nottingham (our Ref AL912)

Salary depending on experience c £28,000 - £35,000 per annum + benefits including parking

My client is a forward thinking, award winningChartered Financial Planning practice and due to continued success and growth they are looking to appoint an experienced Paraplanner.  You will provide full technical and paraplanning support to the team of Advisers.

The Person:

Highly organised

Good communicator at all levels

Keen to develop your skills and knowledge further

Previous paraplanning experience essential, within an IFA environment preferably

Experience of cashflow planning

Ideally already Diploma level 4 qualified, however if you are well on your way to achieving this level, then we welcome your interest

The Package:

·        Auto enrolment pension

·        20 days holiday (plus bank holidays and office closure over Christmas without deduction from your allowance)

·        DIS of 3x salary

·        Full support with qualifications

·        Parking costs are also paid for by the company

·        Flexible working hours

If this role is of interest please apply in confidence to Angela Liscombe at North Oak Recruitment with an up to date CV, or call for an initial discussion. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always 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.

Telemarketer and Professional Appointment Maker

(a background in financial planning is essential for this role)

Location: Nottingham (our Ref AL899)

Salary:  negotiable to c£25,000 pro rata pa (inc salary and bonus)

Hours:   2 days per week initially for a period of 6 months (to be reviewed thereafter)

Hours of work can be flexible and will be subject to agreement.

The Opportunity - Telemarketer and Professional Appointment Maker

An excellent opportunity has arisen for an experienced Telemarketer and Professional Appointment Maker to work for an award winning organisation in Nottingham, who specialise in Corporate and Private Wealth Management. You will work with the marketing team in generating appointments for the Financial Planners from various lead

generation sources.

The Person

A background in financial planning is essential.

This is an interesting and challenging role that would suit a confident, resilient and professional individual who enjoys using their initiative and someone who has a positive, sales-orientated working style, with a warm and friendly yet assertive telephone manner.

You must have excellent telephone and interpersonal communication skills and enjoy your work.  Be a self-starter and able to work with little or no supervision. It is essential that you are confident in dealing with third parties, can work with total discretion and maintain thorough contact records.

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 always 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.