Financial Administrator - Pensions & Client Support

Perspective Financial Group Limited; Halesowen; Remote; GBP 18,000 - 24,000; 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

Perspective plus

Job summary

Perspective Financial Group Limited in Halesowen is hiring a Financial Administrator to provide high-level administrative support, act as the point of contact for client queries about pensions, investments and protection, and liaise with product providers. The role is office-based in Halesowen with hours Monday to Friday 9am–5pm (35 hours).

The company offers a range of employee benefits including Electric Vehicle Scheme, Cycle to Work Scheme, Eyecare Support, Holiday Purchase Scheme, Long

Qualifications

• Experience providing high-quality administrative support.
• Ability to handle client queries regarding pensions, investments and protection.
• Liaison with product providers and handling general office administration.

Responsibilities

• Act as the point of contact for client queries regarding pensions, investments and protection.
• Liaise with product providers and cover general office administration to ensure first-class service.

Skills

Administrative support

Customer service

Job description

Perspective Financial Group Limited in Halesowen is hiring a Financial Administrator to provide high-level administrative support, act as the point of contact for client queries about pensions, investments and protection, and liaise with product providers. The role is office-based in Halesowen with hours Monday to Friday 9am–5pm (35 hours).

The company offers a range of employee benefits including Electric Vehicle Scheme, Cycle to Work Scheme, Eyecare Support, Holiday Purchase Scheme, Long