Financial Administrator

Perspective Financial Group Ltd; Darlington; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking company as a Financial Administrator in Darlington, where you'll play a vital role in providing top-notch administrative support to the Wealth Management team. This diverse position requires a motivated and professional individual who can handle client queries and manage office administration efficiently. With a focus on compliance and effective processes, you will ensure that all client records are accurate and well-presented. Enjoy a range of benefits including generous holiday allowances, life assurance, and an electric car scheme, all while working in a supportive and collaborative environment.

Benefits

25 days holiday (rising with service)

Bank Holidays

Birthday Leave

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare

Shopping discounts

Birthday Day Off

Electric Car Scheme

Qualifications

• Experience in a Financial Planning firm is essential.
• Ability to manage workloads and prioritize tasks effectively.

Responsibilities

• Day-to-day administration of Wealth Management and compliance.
• Client correspondence and processing new business requests.

Skills

IO and Platform knowledge

Business correspondence production

IT and office software proficiency

Workload management

Planning and organizational skills

Analytical and problem-solving skills

Excellent communication skills

Team player attitude

Tools

Microsoft Teams

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

We have a fantastic vacancy for a Financial Administrator to join our busy Darlington 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 regarding pensions, investments, and protection, liaising with product providers and covering all aspects of general office administration to ensure a first-class service is provided to internal and external parties.

Office:

Perspective (North East) Ltd

Location:

Darlington

Hours:

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

Salary:

Competitive depending on experience and qualifications. Available upon request.

Job Requirements

You should already have experience working in a Financial Planning firm and be motivated, friendly, and professional at all times. You must be able to hold conversations with third parties, representing the company professionally. Skills or the ability to learn include:

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

Job Responsibilities

This role is key to the team, involving the day-to-day administration of Wealth Management, ensuring compliance and effective processes, and maintaining accurate information. Responsibilities include, but are not limited to:

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the adviser’s diary.
• Illustration requests.
• Carrying out all financial planning client administration according to the Firm's procedures.
• Maintaining client records on company software, ensuring files are well presented, accurate, and compliant.
• Handling phone calls, inquiries, and requests appropriately.
• Providing back-office support.

Job Benefits

25 days holiday (rising with service), Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare, and shopping discounts. Additional benefits include a Birthday Day Off and an Electric Car Scheme.

Note: Perspective Financial Group Ltd does not provide financial advice directly; all advice is offered through authorized and regulated group offices by the FCA.

Registered in England and Wales, Company No. 6455775.

Address: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire, PR7 1NY.

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