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Financial Administrator

3 months ago

Watford, Hertfordshire, United Kingdom Perspective Financial Group Ltd Full time
We are one of the UK's leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners.

We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector.

For us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term.


The qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results and having a passion for learning and development.

Our Purpose, Vision and Values are at the core of what we do.

Our Purpose:

We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.


Our Vision:

To build a sustainable and socially responsible business that is trusted by our employees and clients, never detracting from our core value that our clients come first in everything we do.


Our Six Values:
Our clients are at the heart of everything we do.

Our six core values guide what we do every day:

  • We are clientcentric
  • We will do the right thing
  • We always deliver
  • We become a trusted member of the family
  • We continually set standards of excellence
  • We believe in teamwork
Perspective is dedicated to encouraging a supportive and inclusive culture amongst our whole workforce

Position:

Office:
Perspective (East Anglia) Ltd

Hours:
Monday - Friday 9.00am - 5.00pm (35 hours)

Salary:
Competitive dependant on experience and qualifications (available upon request)

Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare.

Specific Responsibilities

The key duties of the role are:

  • 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, inquiries and requests, and handling them where appropriate
  • Backoffice support
  • Due to the nature of the business, the role may also include additional responsibilities considered reasonable

Requirements:

Role Requirements:

  • Previous experience working in a Financial Planning firm is essential.
  • CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these
  • Good working knowledge of IO and Platform experience essential.
  • An understanding of Model Portfolios/DFMs preferable
  • Ability to manage and prioritise workloads
  • Excellent planning, organisational and multitasking abilities are essential
  • Excellent communication skills at all levels

Other information:

This role is site based in our Hertford Office.