Financial Administrator

Perspective Financial Group Ltd; Cambridge; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services provider located in Cambridge is seeking a Financial Administrator to provide administrative support and manage client correspondence in relation to pensions, investments, and protection. The ideal candidate will have strong communication skills, proficiency in office software, and experience in a Financial Planning environment. This position offers a comprehensive benefits package and a collaborative work culture.

Benefits

25 days holiday plus Bank Holidays

Birthday Leave

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare

Electric Car Scheme

Shopping discounts

Qualifications

• Experience in a Financial Planning firm.
• Motivated, friendly, and professional.
• Ability to learn new skills quickly.

Responsibilities

• Day-to-day administration of Wealth Management.
• Client correspondence, written and verbal.
• Processing New Business and preparation of client review packs.
• Managing adviser’s diary and arranging client meetings.
• Maintaining client records accurately.

Skills

Knowledge of IO and Platform

Business correspondence and proofreading

Confidence with IT and office software

Management and prioritising workloads

Planning and organisational abilities

Analytical and problem-solving skills

Excellent communication skills

Team player

Tools

Teams

Outlook

Word

Excel

Job description

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy Cambridge 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 regards 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 (Central & East) Ltd
• Location: Cambridge
• Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
• Salary: Competitive dependant on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

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.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Job Benefits

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

Company Information

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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