Financial Administrator (Chorley)

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

Job summary

A financial services provider in Chorley is looking for a Financial Administrator to provide vital administrative support. This role requires experience in a Financial Planning firm, strong IT skills, and excellent organizational abilities. Key tasks include managing client correspondence, processing new business, and ensuring compliance with firm policies. Benefits include 25 days holiday, an Electric Car Scheme, and more.

Benefits

25 days holiday

Birthday Leave

Life Assurance

Pension

Corporate Eyecare

Extras Discount shopping

Qualifications

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

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 client records and ensuring compliance.

Skills

Knowledge of IO and Platform

Business correspondence production

IT and office software proficiency

Workload management

Planning and organizational skills

Analytical skills

Communication skills

Team player attitude

Job description

We have a fantastic vacancy for a Financial Administrator to join our busy Chorley 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: Chorley
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, 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