Financial Services Administrator

North Oak Recruitment; Braunstone Town; On-site; GBP 23,400 - 28,600; Full time

Benefits offered by this job

28 days holiday

Workplace pension

Gym membership

Bonus scheme

Referral scheme

Parking assistance

Job summary

North Oak Recruitment is seeking an Administrator Support – Finance & Wealth Management in Leicester. This fully office-based role runs Monday to Friday, 8am to 4pm, with a starting salary of £26,000 plus benefits and a supportive team.

You will handle client inquiries, organise meetings, manage documents and assist advisers with post-meeting administration and annual reviews, using MS Office and CRM systems. Experience in financial services is advantageous but not essential.

Qualifications

• Strong organisational skills and attention to detail.
• Professional communication via phone, email and in person.
• Ability to prioritise and manage multiple tasks efficiently.
• Comfort with handling sensitive information securely.
• Good working knowledge of Microsoft Office.

Responsibilities

• Answer incoming phone calls and act as first contact for clients.
• Welcome clients and prepare meeting rooms and refreshments.
• Manage post and trips to the post office.
• Scan, organise and upload documents to CRM systems.
• Monitor shared inboxes and respond or redirect queries.
• Liaise with providers to chase outstanding information.
• Process letters of authority and organise policy documentation.
• Support advisers with post-meeting administration and client file management.
• Prepare annual review documentation: portfolio valuations, fund performance, cashflow reports.

Skills

Organisational skills

Communication

Attention to detail

MS Office

Client-focused

Tools

CRM software

Job description

Administrator Support – Finance & Wealth Management

Location: Leicester – fully office based role, Monday to Friday 8am to 4pm

Salary: £26,000 + benefits (our ref AL1416)

Key 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 information
  • Cashflow reports (where required)
• Assisting with submissions through internal systems and simple online processes

About You

• Have excellent organisational skills and strong attention to detail
• Be confident communicating via phone, email, and in personBe professional, personable, and client-focused
• Have the ability to prioritise and manage multiple tasks efficiently
• Be comfortable using systems and handling sensitive information securely
• Have good working knowledge of Microsoft Office
• Previous experience or knowledge of financial services is beneficial but not essential

What’s on Offer

• 28 days holiday (including bank holidays)
• Additional holiday per year of service (capped at 5 days)
• Option to carry over up to 3 unused holiday days
• Workplace pension (5% employee / 3% employer via True Potential)
• Free gym membership
• Discretionary quarterly team bonus awards
• Employee and client referral scheme
• Supportive team environment within a growing business
• Parking assistance