Financial Administrator: Pensions & Client Support

Perspective Financial Group Ltd; Tees Valley; 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

Extra Discount Cards

Family Friendly Policy

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Job summary

Perspective Financial Group Ltd is seeking a Financial Administrator for our Darlington office. The role focuses on delivering high-quality administrative support and acting as the main contact for client queries about pensions, investments and protection.

You will liaise with product providers and handle typical office admin tasks to ensure excellent service for internal and external parties. The role is based in Darlington, Monday to Friday, 9am–5pm, 35 hours per week, with salary competitive

Qualifications

• Experience providing high-quality administrative support.
• Ability to handle client queries professionally.
• Experience or familiarity with pensions, investments or protection products is advantageous.

Responsibilities

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

Skills

Administrative support

Client communication

Pensions knowledge

Investments knowledge

Job description

Perspective Financial Group Ltd is seeking a Financial Administrator for our Darlington office. The role focuses on delivering high-quality administrative support and acting as the main contact for client queries about pensions, investments and protection.

You will liaise with product providers and handle typical office admin tasks to ensure excellent service for internal and external parties. The role is based in Darlington, Monday to Friday, 9am–5pm, 35 hours per week, with salary competitive