Financial Administrator — Pensions & Client Support

Perspective Financial Group Ltd; Belfast City District; On-site; GBP 24,000 - 30,000; 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 (Marlborough Place) in Belfast is seeking a Financial Administrator to join the busy office. You will provide high quality administrative support and act as the point of contact for client queries regarding pensions, investments and protection, liaising with product providers and handling all aspects of general office administration to ensure a first-class service.

Hours are Monday to Friday, 9am–5pm.

Qualifications

• Experience providing high quality administrative support.
• Ability to handle client queries regarding pensions, investments and protection.
• Excellent organisational and communication skills.

Responsibilities

• Act as the point of contact for client queries on pensions, investments and protection.
• Liaise with product providers and handle general office administration to ensure a first-class service.
• Support the team with day-to-day office tasks and project coordination.

Skills

Client service

Pensions knowledge

Administration

Telephone handling

Tools

MS Office

CRM systems

Job description

Perspective (Marlborough Place) in Belfast is seeking a Financial Administrator to join the busy office. You will provide high quality administrative support and act as the point of contact for client queries regarding pensions, investments and protection, liaising with product providers and handling all aspects of general office administration to ensure a first-class service.

Hours are Monday to Friday, 9am–5pm.