Office-Based Finance & Wealth Admin - Client-Focused

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

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.