Financial Services Administrator

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

Administrator Support - Finance & Wealth Management

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

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

My client is well-established wealth management firm, and they are now seeking a highly organised and proactive Financial Services Administrator to support their advisers and ensure the smooth day-to-day running of the office.

This role is ideal for someone with strong administrative skills, excellent attention to detail, and a professional, client-focused approach. It offers a great opportunity to build a career within the finance and wealth management sector.

You will play a key role in supporting client interactions, managing documentation, and assisting advisers with administrative processes to ensure a seamless client experience.

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 - The ideal candidate will:

• Have excellent organisational skills and strong attention to detail
• Be confident communicating via phone, email, and in person
• Be 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