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North Oak Recruitment
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  • Administration Supervisor - Mortgages  

    North Oak Recruitment
    - Greater London
    Apply Now
    Administration Supervisor Mortgages (our Ref AL1410) Leicester outskir... Read More
    Administration Supervisor Mortgages (our Ref AL1410) Leicester outskirts (with travel between other UK locations) Salary up to £35,000 dep on exp + benefits and up to £4k bonus pa My client is an award-winning mortgage broker, with access to a comprehensive range of mortgage products across the UK.They have been helping customers buy their dream homes for over 25 years and they now have an exciting new opportunity for an individual with experience in the Mortgage Industry, to be based in Leicester, and to Supervise the Administration teams across 3 UK sites. The purpose of the role: To support the Administration Team Manager in the management of the mortgage Read Less
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  • Financial Services Administrator  

    North Oak Recruitment
    - Greater London
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    Client Relationship Manager Financial Services Administrator Leicester... Read More
    Client Relationship Manager Financial Services Administrator Leicester (our Ref AL1418) office based with potential of hybrid after qualifying period Salary to c£27,000 pa + benefits I am currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester.The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 2 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! 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 . TPBN1_UKTJ Read Less
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  • Paraplanner  

    North Oak Recruitment
    - Leicester
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    Paraplanner Leicestershire (Our Ref AL1390) Hybrid option available up... Read More
    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 - £41,200 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.You willbe providing support to financial advisers, which will include product and provider research, portfolio analysis, and suitability report writing. You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered. Duties and responsibilities include: Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing Managing your own workflow whilst using your initiative to meet agreed ... Read Less
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  • Financial Services Planning Manager  

    North Oak Recruitment
    - Leicester
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    Financial Services Planning Manager Location: Leicester (our Ref AL141... Read More
    Financial Services Planning Manager Location: Leicester (our Ref AL1419) Salary: Negotiable up to c£65,000 dep on experience + benefits My client is a highly regarded provider of independent financial advice, dedicated to delivering tailored, client-focused financial solutions. The team is driven by a commitment to integrity and excellence. They are now seeking a dynamic and experienced Financial Services Manager to join the adviser team and lead their sales efforts. The successful applicant will be CII Diploma level 4 qualified and will likely have a proven track record as a Financial Adviser. You may even be looking to sell your client bank but still want to be involved...the options are all on the table! Job Summary: The successful candidate will provide strong day-to-day leadership to the team of IFA professionals, ensuring they operate effectively, efficiently, compliantly, and in line with commercial objectives. The role will focus on improving team performance, maintaining high professional standards, supporting development and accountability, and delivering sustainable profitable growth through excellent client outcomes and well-managed operations. Read Less
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  • Paraplanner - IFA Administrator  

    North Oak Recruitment
    - Leicestershire
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    Paraplanner - IFA Administrator South Leicestershire (ref AL1414) offi... Read More
    Paraplanner - IFA Administrator South Leicestershire (ref AL1414) office based, parking available Salary £28,000 - £40,000 dep on experience My client is an established IFA based in South Leicestershire and they now have 2 exciting opportunities for experienced IFA Administrators / Paraplanners to join their team. We are looking for bright, diligent, and competent individuals, who have existing experience but are also willing to expand their knowledge and learn as they go. Regulatory qualifications are desirable, but not essential for the right candidates, as training will be given where needed along with the opportunity to progress within the business. Purpose of the role: To provide paraplanning and administrative support for the financial advisers. The roles will ultimately involve the following: Carry out regulatory technical research in all areas of financial planning, liaising with product providers and other related parties. Preparation/completion of Suitability reports in line with regulatory requirements The review of existing client arrangements, and a... Read Less
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  • IFA Administrator  

    North Oak Recruitment
    - Leicestershire
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    IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Sal... Read More
    IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409) Salary c£26,000 depending on experience + benefits and performance related bonus Full time position, office based, although consideration may be given to part time and hybrid working My client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator. The role will be varied and you will work closely with the Director, in providing a first-class service to their clients.Should you wish to work towards taking CII qualifications then this can be supported. Main responsibilities: Liaising with clients and handling queries Working closely with the Director Working closely with the Companys Network, ensuring that all practices and procedures are implemented and followed effectively Utilising the IT systems to their fullest in order to achieve the best client outcomes (Intelliflo /... Read Less
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  • Senior Financial Services Administrator  

    North Oak Recruitment
    - Leicester
    Apply Now
    Senior Client Relationship Manager (Senior Financial Services Administ... Read More
    Senior Client Relationship Manager (Senior Financial Services Administrator) Leicester (our Ref AL1417) office based with potential of hybrid after qualifying period Salary to c£30,000 pa + benefits I am currently recruiting for a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company in Leicester.The successful applicant work within a team of CRMs and be responsible for managing a portfolio of clients alongside a Wealth Management Consultant. More about the role: Work closely with the consultants to support and ensure clients needs are met Preparation work for client meetings Attending clients meetings, taking meeting notes (on/off site) Coordinating action points from meetings and completing work required Responsible for communication with clients (phone calls/emails etc.) Researching and collation of information in relation to advice being given to clients Liaising with external providers on client queries Requesting illustrations required in respect of new and existing business Processing of new business completed in line with compliant procedures and policies Updating client records and electronic folders Ability to use cashflow modelling software to aid the wealth management and estate planning process The successful applicant will: Have a minimum 4-5 years experience in a similar role Possess an understanding of financial services including investments, pensions and estate planning Have excellent customer service skills and attention to detail Be able to proactively manage client affairs in a prompt and efficient manner Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment Be able to work in a team within an open office environment Be honest and resilient, with the ability to resolve issues sooner rather than later Benefits package: In addition to excellent career progression, with fantastic opportunities for promotion, training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities. Your benefits package includes the following: Group Pension Life Assurance Income Protection Health Cash Plan Plus a choice of flexible voluntary benefits, so that means you can pick benefits to suit you! 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 . TPBN1_UKTJ Read Less
    Apply Now
  • N

    Financial Services Administrator  

    North Oak Recruitment
    - Leicester
    Apply Now
    Administrator Support Finance & Wealth ManagementLocation: Leicester... Read More
    Administrator Support Finance & Wealth ManagementLocation: Leicester fully office based role, Monday to Friday 8am to 4pmSalary: £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 rol...
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  • N

    Senior Financial Services Administrator  

    North Oak Recruitment
    - Leicester
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    Senior Financial Services AdministratorLeicester (Our Ref AL1415) ful... Read More
    Senior Financial Services AdministratorLeicester (Our Ref AL1415) fully office based Monday to Friday 8am to 4pmSalary £28,000 - £36,000My client is a well-established wealth management firm, and they are seeking an experienced and detail-oriented Financial Services Administrator to join their growing team.This role is ideal for someone with 3+ years experience in financial services administrati...
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  • N

    IFA Administrator  

    North Oak Recruitment
    - Loughborough
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    IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409)Sala... Read More
    IFA Administrator Nr Loughborough, Leicestershire (our Ref AL1409)Salary c£26,000 depending on experience + benefits and performance related bonusFull time position, office based, although consideration may be given to part time and hybrid workingMy client is a Chartered Financial Planner and has an exciting new opportunity for an experienced IFA Administrator.The role will be varied and you will ...
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