Pensions & Investments Admin Lead

Perspective Financial Group Limited; Tees Valley; Remote; GBP 22,000 - 30,000; 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 Financial Group Limited in Stockton is seeking a friendly Financial Administrator to join our busy office. You will provide high-quality administrative support, act as the point of contact for client queries regarding pensions, investments and protection, and liaise with product providers to ensure a first-class service.

This role offers 35 hours per week, Monday to Friday 9am–5pm, with a range of employee benefits including 25 days holiday, pension and development opportunities.

Qualifications

• Experience in providing high quality administrative support.
• Act as the point of contact for client queries with regards to pensions, investments and protection.
• Liaising with product providers and covering all aspects within the general office administration to ensure a first-class service.

Responsibilities

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

Job description

Perspective Financial Group Limited in Stockton is seeking a friendly Financial Administrator to join our busy office. You will provide high-quality administrative support, act as the point of contact for client queries regarding pensions, investments and protection, and liaise with product providers to ensure a first-class service.

This role offers 35 hours per week, Monday to Friday 9am–5pm, with a range of employee benefits including 25 days holiday, pension and development opportunities.