Wealth Management Admin & Client Liaison

Perspective Financial Group Ltd; Tees Valley; On-site; GBP 25,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Job summary

Perspective Financial Group Limited in Darlington is seeking a Financial Administrator to join our busy office. The role is varied, providing high-quality administrative support and acting as the first point of contact for client queries on pensions, investments and protection.

You will assist with wealth management administration, process New Business, prepare client review packs and manage the Adviser's diary.

Qualifications

• Experience in a Financial Planning firm.
• Motivated, friendly and professional, able to converse with third parties.
• Proficient with IT and office software including Teams, Outlook, Word and Excel.

Responsibilities

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser's diary.
• Illustration requests.
• Ensure that all financial planning client administration is carried out in accordance with procedures.
• Maintain client records accurately and ensure files are compliant.
• Taking phone calls and handling enquiries; back-office support.

Skills

Communication skills

Organization

Multitasking

Attention to detail

Time management

Analytical thinking

Adaptability

Team player

Tools

IO

Platform

Teams

Outlook

Word

Excel

Job description

Perspective Financial Group Limited in Darlington is seeking a Financial Administrator to join our busy office. The role is varied, providing high-quality administrative support and acting as the first point of contact for client queries on pensions, investments and protection.

You will assist with wealth management administration, process New Business, prepare client review packs and manage the Adviser's diary.