Wealth Management Admin & Client Support

Perspective Financial Group Ltd; Chilbolton; On-site; GBP 23,000 - 32,000; Full time

Benefits offered by this job

25 days holiday

Pension

Enhanced Parental Pay

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 (Stockbridge Office) is seeking a Financial Administrator to deliver high-quality administrative support within Wealth Management. You will handle client queries related to pensions, investments and protection and liaise with product providers to ensure a first‑class service.

The role includes day-to-day administration, client correspondence, and supporting the Adviser with diary management and documentation, while maintaining compliant records and accurate

Qualifications

• Experience in a Financial Planning firm or similar financial services environment.
• Ability to manage client correspondence with accuracy and professionalism.
• Proficient with MS Office; capable of proofreading and drafting business communications.

Responsibilities

• Handle client correspondence, written and verbal.
• Process New Business documentation and client review packs.
• Arrange client meetings and manage Adviser’s diary.
• Produce illustrations and ensure compliant, accurate records.
• Provide back-office support and maintain client files.

Skills

Communication

IT & Office Suite

Organization

Analytical thinking

Team player

Diary management

Planning & multitasking

Verbal & written communication

Tools

Teams

Outlook

Word

Excel

Job description

Perspective Financial Group Limited (Stockbridge Office) is seeking a Financial Administrator to deliver high-quality administrative support within Wealth Management. You will handle client queries related to pensions, investments and protection and liaise with product providers to ensure a first‑class service.

The role includes day-to-day administration, client correspondence, and supporting the Adviser with diary management and documentation, while maintaining compliant records and accurate