Finance Services Administrator

Financial Services Administration

Reference ID



Financial Services Administration


£16,000 - £20,000

Contact Person

Angela Liscombe

Job description

Financial Services / IFA Administrator

Leamington Spa (ref AL887)

£16,000 - £20,000 + benefits


My client is an established IFA in Leamington Spa and now has an exciting new vacancy for an Administrator to join their team and to provide both clerical and administrative support to the Advisors and Paraplanners.


The successful candidate will join the back office support team dealing with all aspects of client support work which is extremely varied and includes:


  • Preparation for client meetings
  • Client valuations
  • Providing all the necessary requirements to the paraplanning team to enable them to create suitability reports
  • Dealing with adhoc client queries
  • Working from meeting notes and dealing with advisers requests
  • Processing business and moving funds (buys/sells/switches) on platforms
  • Maintaining client databases

 Skills and Knowledge

  • Good written and oral communication skills.
  • Good report writing skills.
  • Methodical with good organisational skills.
  • Computer literacy and good typing skills.
  • A minimum GCSE grade for Maths and English of C or above
  • Accurate with good attention to detail.
  • Basic knowledge of the financial services sector is preferred.
  • Knowledge of the following software packages and research tools would be an advantage although full training will be given: Intelliflo, Microsoft (Outlook, Word and Excel), Assureweb, Trustnet & Providers Websites.


If this role is of interest and you have the required skills and knowledge, then 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.


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