Financial Administrator

Perspective Financial Group Ltd; Compton; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Electric Vehicle Scheme

Cycle to Work Scheme

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Extra Discount Cards

Family Friendly Policy

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Job summary

Perspective Financial Group Limited is recruiting a Financial Administrator for our Ashbourne office. The role is varied, providing high quality administrative support and handling client queries about pensions, investments and protection.

You will liaise with product providers and cover general office administration to ensure first-class service to internal and external parties. Office hours are Monday–Friday 9am to 5pm (35 hours).

Qualifications

• Provide high quality administrative support to the team.
• Handle client queries about pensions, investments and protection.
• Coordinate with product providers and colleagues to ensure smooth processes.

Responsibilities

• Act as the point of contact for client queries regarding pensions, investments and protection.
• Liaise with product providers and support general office administration.
• Assist in maintaining accurate records and efficient office workflow.

Skills

Administrative support

Client liaison

Pensions knowledge

Investments knowledge

Liaising with providers

Tools

Microsoft Office

CRM software

Job description

Perspective (North West) Ltd / Perspective (Foinaven)

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Ashbourne 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 (Foinaven)
Location:Ashbourne
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.

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 employeesto access a new bike and safety equipment through a salary sacrifice arrangement.

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.

Perspective plus
Shaped around you

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.

Registered in England and Wales.
Company No. 6455775

Perspective Financial Group Limited
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY