Financial Administrator

Perspective Financial Group Ltd; Warrington; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading financial services firm in Warrington is seeking a Financial Administrator to provide high-quality administrative support. Responsibilities include client correspondence, managing the Adviser's diary, and ensuring compliant processes in Wealth Management. Ideal candidates will have experience in a Financial Planning firm, excellent IT skills, and strong communication abilities. Employee benefits include 25 days holiday, life assurance, and an electric car scheme.

Benefits

25 days holiday

Birthday Leave

Life Assurance

Pension

Corporate Eyecare

Discount shopping

Electric Car Scheme

Qualifications

• Experience in a Financial Planning firm is required.
• Motivated, friendly, and professional demeanor.
• Ability to hold conversations with third parties.

Responsibilities

• Client correspondence, written and verbal.
• Processing New Business.
• Preparation of client review packs.
• Arranging client meetings and managing the Adviser's diary.
• Ensure all financial planning client administration is compliant.

Skills

Good working knowledge of IO and Platform

Production of concise business correspondence

Confidence with IT and office software

Management and prioritising workloads

Excellent planning and organisational abilities

Analytical and problem-solving skills

Excellent communication skills

Team player with a positive attitude

Tools

Teams

Outlook

Word

Excel

Job description

Overview

We have a fantastic vacancy for a Financial Administrator to join our busy Warrington Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regard to pensions, investments and protection, as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

Office: Perspective (North West) Ltd
Location: Warrington
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependent on experience and qualifications. Available upon request.

Job Requirements

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner. You will also be skilled in, or have the ability to learn:

• Good working knowledge of IO and Platform.
• Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
• Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
• Management and prioritising workloads.
• Excellent planning, organisational and multi-tasking abilities.
• Analytical and problem-solving skills.
• Flexibility/adaptability to cope with change.
• Excellent communication skills at all levels.
• A team player with a positive attitude.

Job Responsibilities

This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your duties will be varied and in line with the responsibilities involved in Financial Administration, including, but not limited to:

• 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 the Firm's procedures.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Taking phone calls, enquiries and requests, and handling them where appropriate.
• Back-office support.

Job Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts. Birthday Day Off. Electric Car Scheme.

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales. Company No. 6455775

Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY

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