Finance & Wealth Admin Assistant - Office-Based, Leicester

North Oak Recruitment Ltd; Leicester; On-site; GBP 23,000 - 29,000; Full time

Benefits offered by this job

28 days holiday

Holiday carryover

Workplace pension

Free gym membership

Quarterly bonus

Referral scheme

Parking assistance

Job summary

North Oak Recruitment Ltd is seeking an Administrator Support for a Finance & Wealth Management client in Leicester. This office-based role runs Monday to Friday, 8am to 4pm, offering £26,000 plus benefits.

You will support advisers, manage documents, and help with day-to-day office operations to ensure a smooth client experience. The ideal candidate will be highly organized with attention to detail, professional in communications, and comfortable using Microsoft Office and CRM systems.

Qualifications

• Excellent organisational skills and strong attention to detail.
• Confident communicator via phone, email, and in person.
• Professional, client-focused approach with a customer service mindset.
• Ability to prioritise and manage multiple tasks efficiently.
• Comfortable using Microsoft Office and handling sensitive information securely.
• Good working knowledge of CRM systems.
• Previous experience in financial services is beneficial but not essential.

Responsibilities

• Answering incoming phone calls and acting as the first point of contact for clients.
• Welcoming clients into the office and preparing meeting rooms and refreshments.
• Managing incoming and outgoing post, including trips to the post office.
• Scanning, organising, and uploading documents to internal CRM systems.
• Monitoring shared inboxes and responding or redirecting queries as required.
• Liaising with providers to chase outstanding information.
• Processing letters of authority and organising policy documentation.
• Supporting advisers with post-meeting administration and client file management.
• Preparing annual review documentation, including portfolio valuations, fund performance, and cashflow reports.

Skills

Organisational skills

Attention to detail

Communication skills

MS Office

Multitasking

Client-focused

Information security

Phone & email etiquette

Professionalism

Tools

CRM systems

Job description

North Oak Recruitment Ltd is seeking an Administrator Support for a Finance & Wealth Management client in Leicester. This office-based role runs Monday to Friday, 8am to 4pm, offering £26,000 plus benefits.

You will support advisers, manage documents, and help with day-to-day office operations to ensure a smooth client experience. The ideal candidate will be highly organized with attention to detail, professional in communications, and comfortable using Microsoft Office and CRM systems.