On-site Financial Administrator – Pensions & Investments

Perspective Financial Group Limited; Sheffield; On-site; GBP 26,000 - 34,000; 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 (North East) Ltd is seeking a Financial Administrator to join our busy office in Dinnington, Sheffield. You will provide high-quality administrative support, handling client queries related to pensions, investments and protection and coordinating with product providers.

The role involves general office duties, cross-team collaboration and ensuring a first-class service for internal and external stakeholders.

Qualifications

• Experience providing high-quality administrative support in finance or pensions
• Excellent communication and stakeholder management
• Ability to handle queries and coordinate with providers

Responsibilities

• Provide administrative support to the team and clients
• Act as point of contact for client queries regarding pensions, investments and protection
• Liaise with product providers and manage general office administration

Skills

Administrative support

Customer service

Pensions knowledge

Office coordination

Communication

Education

Business Administration qualification

Tools

MS Office

CRM software

Google Apps

Job description

Perspective (North East) Ltd is seeking a Financial Administrator to join our busy office in Dinnington, Sheffield. You will provide high-quality administrative support, handling client queries related to pensions, investments and protection and coordinating with product providers.

The role involves general office duties, cross-team collaboration and ensuring a first-class service for internal and external stakeholders.