Financial Administrator

Perspective Financial Group Ltd; Newcastle-under-Lyme; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Newcastle Under Lyme is seeking a Financial Administrator to provide high-quality administrative support and act as a point of contact for client queries related to pensions, investments, and protection. The ideal candidate will have excellent IT skills and the ability to manage workloads effectively. This role includes benefits such as 25 days holiday and a Birthday Day Off.

Benefits

25 days holiday plus Bank Holidays

Birthday Day Off

Electric Car Scheme

Life Assurance

Pension

Corporate Eyecare

Discount shopping opportunities

Qualifications

• Experience in providing high-quality administrative support.
• Ability to manage and prioritise workloads.
• Flexibility and adaptability to cope with change.

Responsibilities

• Client correspondence, both written and verbal.
• Processing New Business and preparing client review packs.
• Arranging client meetings and managing the Adviser’s diary.
• Maintaining accurate client records on company software.
• Providing back-office support.

Skills

Good working knowledge of IO and Platform

Production of concise business correspondence

Confidence with IT and office software packages

Excellent planning and organisational abilities

Analytical and problem-solving skills

Excellent communication skills at all levels

Team player with a positive attitude

Tools

Teams

Outlook

Word

Excel

Job description

We have a fantastic vacancy for a Financial Administrator to join our busy Newcastle Under Lyme 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 (North West) Limited
Location: Newcastle Under Lyme
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

• 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

• 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