Financial Administrator — Pensions & Client Support Pro

Perspective Financial Group Ltd; Compton; Hybrid; GBP 22,000 - 28,000; 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 Limited is recruiting a Financial Administrator for our Ashbourne office. The role is varied, providing high quality administrative support and handling client queries about pensions, investments and protection.

You will liaise with product providers and cover general office administration to ensure first-class service to internal and external parties. Office hours are Monday–Friday 9am to 5pm (35 hours).

Qualifications

• Provide high quality administrative support to the team.
• Handle client queries about pensions, investments and protection.
• Coordinate with product providers and colleagues to ensure smooth processes.

Responsibilities

• Act as the point of contact for client queries regarding pensions, investments and protection.
• Liaise with product providers and support general office administration.
• Assist in maintaining accurate records and efficient office workflow.

Skills

Administrative support

Client liaison

Pensions knowledge

Investments knowledge

Liaising with providers

Tools

Microsoft Office

CRM software

Job description

Perspective Financial Group Limited is recruiting a Financial Administrator for our Ashbourne office. The role is varied, providing high quality administrative support and handling client queries about pensions, investments and protection.

You will liaise with product providers and cover general office administration to ensure first-class service to internal and external parties. Office hours are Monday–Friday 9am to 5pm (35 hours).