Financial Administrator

1 month ago

Sheffield, 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 client-centric
- 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**:
We have a fantastic vacancy for an experienced Financial Administrator to join our expanding 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.

**Financial services knowledge and experience of working in a financial planning practice is a must.**

**Office**: Perspective Financial Group Ltd

**Hours**:Monday - Friday 9.00am - 4.30pm (35 hours)

**Salary**: Competitive dependant on experience and qualifications

**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**

****

**You will be responsible for ensuring that all financial planning client administration is carried out in accordance with the Firm's procedures**:

- Preparing client meeting packs / valuations
- Requesting and collating information for existing plans
- Preparing annual review letters, including drawdown reviews
- Processing surrenders / partial encashments / withdrawals
- Processing fund switches
- Dealing re deceased clients
- Providing additional support to the advisers and report writers
- Issuing policy documents
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Updating and maintaining client back office system to ensure details are up to date

**You will also manage and complete daily administrative tasks, such as**:

- Taking phone calls, inquiries and request from providers and clients, and handling them where appropriate
- Finalising dictated file notes
- Arranging basic administration requirements from file notes as instructed
- Post management, scanning and photocopying as required
- Day to day reception duties including meeting & greeting clients and visitors.
- Ensuring sufficient supplies of stationery / consumables / sundries

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

**Requirements**:

- 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
- Exceptional written and verbal communication skills with keen attention to detail
- Ability to manage and prioritise workloads and work to time scales.
- Comfortable working on own initiative, setting and managing personal goals, directing workflow and managing often conflicting deadlines.
- Excellent planning, organisational and multi-tasking abilities
- Excellent written and verbal communication skills at all levels with the ability to empathise and build trust with clients
- Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.

**Other information**:

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