Financial Administration Specialist – Wealth Management Support

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

Job summary

A prominent financial services company in the UK is seeking a Financial Administrator to join their Ashbourne office. This role involves managing client queries regarding pensions and investments while providing high-quality administrative support. The ideal candidate will have experience in financial planning, excellent communication skills, and proficiency in office software. Benefits include 25 days holiday, a pension scheme, and an electric car scheme, among others.

Benefits

25 days holiday plus Bank Holidays

Birthday Leave

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare

Discount shopping discounts

Birthday Day Off

Electric Car Scheme

Qualifications

• Experience working in a Financial Planning firm.
• Motivated, friendly, and professional demeanor.

Responsibilities

• Administer Wealth Management processes and ensure compliance.
• Handle client correspondence and manage enquiries.
• Prepare client review packs and manage diary for Advisers.
• Maintain accurate client records and assist in back-office support.

Skills

Good working knowledge of IO and Platform

Business correspondence and proofreading skills

Confidence with IT and office software packages

Management and prioritising workloads

Planning, organisational and multi-tasking abilities

Analytical and problem-solving skills

Flexibility/adaptability

Excellent communication skills

Team player with a positive attitude

Tools

Microsoft Teams

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

A prominent financial services company in the UK is seeking a Financial Administrator to join their Ashbourne office. This role involves managing client queries regarding pensions and investments while providing high-quality administrative support. The ideal candidate will have experience in financial planning, excellent communication skills, and proficiency in office software. Benefits include 25 days holiday, a pension scheme, and an electric car scheme, among others.