Financial Administrator – Pensions & Client Support

Perspective Financial Group Ltd; Droitwich Spa; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Electric Vehicle Scheme

Cycle to Work Scheme

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Extras Discount Cards

Family Friendly Policy

Perspective plus Shaped around you

Job summary

Perspective Financial Group Limited is seeking a Financial Administrator for our busy Droitwich office. You will provide high quality administrative support, acting as the point of contact for client queries regarding pensions, investments, and protection, and liaising with product providers to ensure outstanding service.

The role covers general office administration across internal and external communications, with a typical 35-hour week from Monday to Friday.

Qualifications

• Provide high quality administrative support to the team.
• Act as point of contact for client queries on pensions, investments and protection.

Responsibilities

• Serve as 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 in all general office tasks to maintain smooth daily operations.

Skills

Administrative support

Client communications

Job description

Perspective Financial Group Limited is seeking a Financial Administrator for our busy Droitwich office. You will provide high quality administrative support, acting as the point of contact for client queries regarding pensions, investments, and protection, and liaising with product providers to ensure outstanding service.

The role covers general office administration across internal and external communications, with a typical 35-hour week from Monday to Friday.