Senior Financial Administrator

4 weeks ago


Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full time
Senior IFA Administrator

Leicestershire (hybrid option available)

Salary dependent on experience, ranging £27,000 - £35,000 + benefits

North Oak Recruitment Ltd is seeking a skilled Senior IFA Administrator to join their team, providing exceptional client care and administrative support to Financial Planners.

Main Responsibilities
  • Review planning: Scheduling, planning, and organizing client reviews with Financial Planners.
  • Meeting preparation: Preparing pre-meeting requirements, including portfolio valuations, fact find documentation, and risk questionnaires.
  • Post-meeting administration: Preparing, writing, and producing client reports.
  • Implementing advice actions: Fund switches and new business.
  • General office administration: Client servicing support as required.
The Ideal Candidate
  • Able to work within defined business processes.
  • Prioritize and plan own workload.
  • Attention to detail and accuracy.
  • Effective communication with colleagues and clients.
  • Excellent interpersonal skills, both written and verbal.
  • Ability to focus and prioritize effectively.
  • Proficient in MS Office suite of products.
  • Ideal candidate has at least 2 years' experience as an administrator in the financial/wealth planning sector.

Applicants should submit an up-to-date CV. North Oak Recruitment Ltd aims to respond to all applications within 10 days. By submitting your CV, you consent to it being retained for use in connection with this and future relevant vacancies. You can opt out at any time by emailing us. Full Privacy Notice can be found on our website.



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