Financial Administrator (Pensions & Investments)

Perspective Financial Group Ltd; Leeds; On-site; 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

Extras Discount Cards

Family Friendly Policy

Perspective Plus

Job summary

Perspective (North East) Ltd / Perspective (BLM) is seeking a Financial Administrator to join the Oulton office. The role involves handling client queries about pensions, investments and protection, and supporting all aspects of general office administration to provide excellent service.

The position offers a 35-hour week (Mon-Fri 9am-5pm), with benefits including salary competitive by experience, and eligibility for various staff schemes. Background checks apply.

Qualifications

• Experience in providing high quality administrative support.
• Point of contact for client queries regarding pensions, investments and protection.
• Liaising with product providers and supporting general office administration.

Responsibilities

• Handle client queries on pensions, investments and protection, providing clear guidance.
• Support day-to-day office administration and coordination with providers.
• Ensure a first-class service to internal and external parties.
• Contribute to a busy office environment with accurate record-keeping.

Skills

Administrative support

Client queries

Pensions knowledge

Office administration

Communication skills

Job description

Perspective (North East) Ltd / Perspective (BLM) is seeking a Financial Administrator to join the Oulton office. The role involves handling client queries about pensions, investments and protection, and supporting all aspects of general office administration to provide excellent service.

The position offers a 35-hour week (Mon-Fri 9am-5pm), with benefits including salary competitive by experience, and eligibility for various staff schemes. Background checks apply.