Financial Administrator

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

Job summary

A financial services company based in East Molesey seeks a Financial Administrator to provide high-quality administrative support. You will manage client queries regarding pensions, investments, and protection, ensuring compliance and effective processes are followed. The ideal candidate will have excellent interpersonal skills, knowledge of office software, and experience in a Financial Planning firm. This role offers competitive benefits, including 25 days holiday, a birthday day off, and a life assurance scheme.

Benefits

25 days holiday plus Bank Holidays

Birthday Day Off

Life Assurance

Pension

Corporate Eyecare

Electric Car Scheme

Shopping discounts

Qualifications

• Experience in a Financial Planning firm is essential.
• Motivated, friendly, and professional demeanor is a must.
• Ability to learn and adapt to new tools and processes.

Responsibilities

• Perform day-to-day administration of Wealth Management.
• Manage client correspondence, both written and verbal.
• Process new business applications and prepare client review packs.
• Arrange client meetings and manage the adviser's diary.

Skills

Knowledge of IO and Platform

Business correspondence

IT and office software proficiency

Management and prioritizing workloads

Planning and organizational skills

Analytical skills

Excellent communication skills

Team player

Tools

Microsoft Teams

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Perspective (South) Ltd / Perspective (Lloyd O'Sullivan)

Job Description

We have a fantastic vacancy for a Financial Administrator to join our busy East Molesey 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 (Lloyd O’Sullivan)

Location: East Molesey

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.

• 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, 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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