Financial Administrator – Pensions & Investments Support

Perspective Financial Group Ltd; Woodstock; Vor Ort; GBP 22.000 - 30.000; Vollzeit

Benefits dieser Stelle

EV Scheme

Cycle to Work

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Discount Cards

Family Friendly Policy

Staff Benefits

Zusammenfassung

Perspective Financial Group Limited in Woodstock is seeking a Financial Administrator to provide comprehensive administrative support, serving as the main contact for client queries about pensions, investments and protection while coordinating with product providers. The role covers all general office duties to ensure a first-class service. Office hours are Monday to Friday, 9am–5pm (35 hours). Perspective offers extensive employee benefits.

Qualifikationen

• Experience in administrative support within financial services is desirable.
• Strong communication and organisational skills.

Aufgaben

• Provide high quality administrative support to the Woodstock office.
• Act as the point of contact for client queries regarding pensions, investments and protection.
• Liaise with product providers and manage general office administration to ensure a first-class service.

Jobbeschreibung

Perspective Financial Group Limited in Woodstock is seeking a Financial Administrator to provide comprehensive administrative support, serving as the main contact for client queries about pensions, investments and protection while coordinating with product providers. The role covers all general office duties to ensure a first-class service. Office hours are Monday to Friday, 9am–5pm (35 hours). Perspective offers extensive employee benefits.