Financial Administrator

Perspective Financial Group Ltd; Dinnington; On-site; GBP 22,000 - 30,000; Full time

Benefits offered by this job

25 days holiday

Holiday Purchase scheme

In-House Training Academy

Annual Salary Review

Day-off on Birthday

Life Assurance & Pension

Enhanced Parental Leave

Job summary

Duties include processing New Business, preparing client packs, diary management for advisers, illustration requests and maintaining accurate client records. A flexible role with back-office support and standard office software proficiency required.

Qualifications

• Experience providing high quality administrative support.
• Ability to handle client queries with courtesy and accuracy.
• Proficient with standard MS Office tools and IT systems.

Responsibilities

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Produce illustrations when requested.
• Ensure administration aligns with Firm procedures.

Skills

Office suite

Communication

Organisational skills

Attention to detail

Problem solving

Team player

Tools

Teams

Outlook

Word

Excel

Job description

We have a fantastic vacancy for a Financial Administrator to join our busy 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 (North East) Limited, 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 will be varied and in line with the responsibilities involved in Financial Administration including, but 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.
• 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.

Benefits

• 25 days holiday (exc. Bank holidays)
• Holiday Purchase scheme
• In-House Training Academy
• Annual Salary Review
• Day-off on Birthday
• Life Assurance & Pension
• Enhanced Parental Leave

Skills and Competencies

• 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.

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.

Location: Dinnington, Sheffield

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.