Wealth Management Admin & Client Services Specialist

Perspective Financial Group Ltd; Halesowen; On-site; GBP 22,000 - 28,000; 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 is seeking a Financial Administrator in Halesowen. You will provide high-quality administrative support, act as the main contact for client queries on pensions, investments and protection, and liaise with product providers to ensure a first-class service.

The role involves day-to-day administration in Wealth Management, ensuring compliant processes, accurate data handling and well-presented files.

Qualifications

• Experience in a Financial Planning firm or similar environment.
• Strong written and verbal communication skills.
• Proficient with standard office software and IT systems.

Responsibilities

• Handle client correspondence (written and verbal).
• Process New Business and prepare client review packs.
• Arrange client meetings and manage adviser diary.
• Produce concise business correspondence and proofread for grammar and punctuation.
• Maintain client records accurately and ensure compliance with procedures.
• Provide back‑office support and handle inquiries by phone or email.

Skills

Client communication

IT literacy

Team player

Organisation

Multi-tasking

Analytical thinking

Adaptability

Excellent communication

Job description

Perspective Financial Group Limited is seeking a Financial Administrator in Halesowen. You will provide high-quality administrative support, act as the main contact for client queries on pensions, investments and protection, and liaise with product providers to ensure a first-class service.

The role involves day-to-day administration in Wealth Management, ensuring compliant processes, accurate data handling and well-presented files.