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North Oak Recruitment
Financial Services AdministratorNorth Oak Recruitment • Leicester, Leicestershire, UK
Financial Services Administrator

Financial Services Administrator

North Oak Recruitment • Leicester, Leicestershire, UK
30+ days ago
Salary
£26,000.00 yearly
Job type
  • Full-time
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...
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Financial Services Administrator • Leicester, Leicestershire, UK

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