Wealth Management Admin & Client Services Specialist

Perspective Financial Group Ltd; Hempstalls; On-site; GBP 24,000 - 30,000; Full time

Benefits offered by this job

25 days holiday

Pension

Life Assurance

Learning & Development

Employee Referral Scheme

Birthday Leave

Electric Vehicle Scheme

Cycle to Work Scheme

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Extra Discount Cards

Family Friendly Policy

Job summary

Perspective Financial Group Limited is seeking a Financial Administrator to join our Stoke on Trent office. The role involves delivering high-quality administrative support, handling client queries about pensions and investments, and coordinating with product providers to ensure a compliant, efficient service.

You will manage client records, process New Business, prepare review packs, and arrange adviser diaries.

Qualifications

• Experience providing high quality administrative support in a financial planning environment.
• Ability to handle client queries with professionalism.
• Experience in processing new business and preparing client documentation.
• Strong written and verbal communication skills with attention to detail.
• Proficiency with standard office software packages.

Responsibilities

• Act as point of contact for client queries regarding pensions, investments and protection.
• Liaise with product providers and support general office administration.
• Process New Business and prepare client review packs.
• Arrange client meetings and manage the Adviser's diary.
• Maintain client records on company software with accuracy and compliance.
• Provide back-office support and handle inquiries as needed.

Skills

Administration

Client liaison

Diary management

Communication

IT literacy

Tools

Teams

Outlook

Word

Excel

Job description

Perspective Financial Group Limited is seeking a Financial Administrator to join our Stoke on Trent office. The role involves delivering high-quality administrative support, handling client queries about pensions and investments, and coordinating with product providers to ensure a compliant, efficient service.

You will manage client records, process New Business, prepare review packs, and arrange adviser diaries.