Financial Services Administrator - North Oak Recruitment Ltd : Job Details

Financial Services Administrator/Client Liaison

Office Based – Derby (our Ref AL1383)

Competitive Salary c £25,000 Exceptional Benefits

At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients’ interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you.

About the Role

As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence.

• Provide comprehensive administrative support to Financial Planners in their day-to-day work.
• Maintain and update client records with accuracy and attention to confidentiality.
• Foster strong relationships with clients and third-party providers, ensuring clear and professional communication.
• Prepare valuations, meeting packs, and essential client documentation to the highest standard.
• Champion the use of secure digital tools and client portals to support an efficient, modern service.
• Book appointments for advisers and help them manage their workflows.
• Meet and greet clients.
• Commit to ensuring we adhere to compliance policies.

About You

• At least 2 years’ experience in a financial services administrative role.
• Strong organisational skills, attention to detail, and a client-first mindset.
• Professional communication skills, both written and verbal.
• Ability to balance multiple priorities within deadlines.
• Proficient with Microsoft Office and financial back-office systems.
• Motivated to pursue further qualifications after 12 months.

Benefits

• Group Life Assurance (3x salary).
• Employer-contributed Pension Scheme.
• Generous holiday allowance.

Why Join?

This Company is proud of its’ open and inclusive culture, where your contribution is valued and your continued growth is supported. You will be joining a forward-thinking firm that is committed to ethical practice, exceptional client care, and the professional development of every team member.

This is an outstanding opportunity to further your career in financial services within a progressive, values-driven organisation. If you are ready to take the next step and align yourself with a firm that believes in doing the right thing for clients and colleagues alike, please send us your CV to apply. All CVs will be reviewed and responded to within 10 days