https://jobs.co.uk/job/senior-financial-services-administrator-north-oak-recruitment--f3095c2f-9bf0-4394-91f4-540a0c4ba27f RSS feed for Senior Financial Services Administrator at North Oak Recruitment. en-gb Thu, 11 Jun 2026 14:58:25 GMT https://jobs.co.uk/job/senior-financial-services-administrator-north-oak-recruitment--f3095c2f-9bf0-4394-91f4-540a0c4ba27f https://jobs.co.uk/job/senior-financial-services-administrator-north-oak-recruitment--f3095c2f-9bf0-4394-91f4-540a0c4ba27f Thu, 11 Jun 2026 11:51:56 GMT Location: Leicester | Salary: 30000.00-30000.00 Annual | Type: Permanent | 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 ... Permanent