North Oak Recruitment

Trainee Paraplanner Derby outskirts (our ref AL1402) Salary c£26,000+ dep on experience + benefits My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team.We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their ca

Trainee Paraplanner Derby outskirts (our ref AL1402) Salary c£26,000+ dep on experience + benefits My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team.We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their ca

Trainee Paraplanner Derby outskirts (our ref AL1402) Salary c£26,000+ dep on experience + benefits My client is a well-established wealth management organisation and due to continued growth, they are now looking to appoint a trainee paraplanner to join their team.We are looking for a motivated individual with existing experience within the wealth management industry who is looking to further their ca

Investment Accounts Executive Leicester (our ref AL1397) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition click apply for full job details

Investment Accounts Executive Leicester (our ref AL1397) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for client

Investment Accounts Executive Leicester (our ref AL1397) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for client

Investment Accounts Executive Leicester (our ref AL1397) hybrid option available Salary to £33,000 dep on exp + excellent benefits Previous experience in investment client servicing is essential for this role. My client Having welcomed clients for over 40 years, the business has grown organically by putting clients at the core of their proposition. By providing excellent service and outcomes for client

Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefits My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team click apply for full job details

Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp + benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES Accurately prepare personalised suitability reports and letters which are well thought out and meaningful Work efficiently to meet targe click apply for full job details

Executive PA to Senior Advisor Full-time, office-based Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If youre a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, wed love to hear from you click apply for full job details

IFA Technical Administrator South Leics (our ref AL1380) Office based role Salary to £30,000 dep on exp + excellent benefits inc parking My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires & produce no action and fund switch suitability letters Adviser diary management, Booking then preparing new and existing client appointment packs Regular engagement with clients and providers via telephone, email and letter Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team a good communicator, willing to input new ideas and suggestions to improve process & flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday. If this role is of interest, please apply with an up to date CV. We aim 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 and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

IFA Technical Administrator South Leics (our ref AL1380) Office based role Salary to £30,000 dep on exp + excellent benefits inc parking My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) & Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires & produce no action and fund switch suitability letters Adviser diary management, Booking then preparing new and existing client appointment packs Regular engagement with clients and providers via telephone, email and letter Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team a good communicator, willing to input new ideas and suggestions to improve process & flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. This is a full-time position, 37.5 hours per week, 9 am 5 pm, (30 minutes unpaid lunch break), Monday to Friday. If this role is of interest, please apply with an up to date CV. We aim 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 and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.