Financial Administrator

Perspective Financial Group Ltd; Chilbolton; On-site; GBP 23,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Birthday Leave

Electric Vehicle Scheme

Cycle to Work Scheme

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Extra Discount Cards

Family Friendly Policy

Job summary

Perspective Financial Group Limited (Stockbridge Office) is seeking a Financial Administrator to deliver high-quality administrative support within Wealth Management. You will handle client queries related to pensions, investments and protection and liaise with product providers to ensure a first‑class service.

The role includes day-to-day administration, client correspondence, and supporting the Adviser with diary management and documentation, while maintaining compliant records and accurate

Qualifications

• Experience in a Financial Planning firm or similar financial services environment.
• Ability to manage client correspondence with accuracy and professionalism.
• Proficient with MS Office; capable of proofreading and drafting business communications.

Responsibilities

• Handle client correspondence, written and verbal.
• Process New Business documentation and client review packs.
• Arrange client meetings and manage Adviser’s diary.
• Produce illustrations and ensure compliant, accurate records.
• Provide back-office support and maintain client files.

Skills

Communication

IT & Office Suite

Organization

Analytical thinking

Team player

Diary management

Planning & multitasking

Verbal & written communication

Tools

Teams

Outlook

Word

Excel

Job description

We have a fantastic vacancy for a Financial Administrator to join our busy Stockbridge Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (Clarendon), This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained.

Your duties

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser's diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• Back-office support.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

You will also be skilled in, or have the ability to learn:

• Good working knowledge of IO and Platform.
• Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
• Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
• Management and prioritising workloads.
• Excellent planning, organisational and multi-tasking abilities.
• Analytical and problem-solving skills.
• Flexibility/adaptability to cope with change.
• Excellent communication skills at all levels.
• A team player with a positive attitude.

Why join us

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

• 25 days holiday
• Pension
• Enhanced Parental Pay
• Life Assurance
• Learning & Development
• Employee Referral Scheme

Perspective Financial Group Limited does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Location

Stockbridge

Hours

Monday - Friday 9am to 5pm with a one hour break (35 hours)

Salary

Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks., 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

Birthday Leave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

Electric Vehicle Scheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle to Work Scheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

Eyecare Support

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

Holiday Purchase Scheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

Long Service Awards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

Extra Discount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

Family Friendly Policy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.