Financial Administrator

4 weeks ago

Huddersfield, United Kingdom Perspective Financial Group Ltd Full time

**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.**

We regard financial planning as a profession, providing specialist expertise to individuals, families, companies and trustees. A significant number of our client relationships endure for more than 25 years and span four generations of a family.

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**:
Are you looking to develop your Financial Administration skills by joining a Market Leading Wealth Management Company with an established and successful administration team?

If the answer is yes, we have the opportunity you are looking for

We have a fantastic vacancy for a Financial Administrator to join our busy Huddersfield 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 (HNH) Ltd

**Location**: Huddersfield

**Hours**:Monday - Friday 9am to 5pm with a one hour break (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, Corporate Eyecare and Extras Discount shopping discounts.

**Specific 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.

**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.

  • Financial Administrator

    2 weeks ago

    Huddersfield, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

  • Financial Administrator

    2 days ago

    Huddersfield, Kirklees, United Kingdom Perspective Financial Group Ltd Full time

    We are proud to be the UK's best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.We regard financial planning as a profession, providing specialist expertise to individuals,...

  • Financial Services Administrator

    4 days ago

    Huddersfield, United Kingdom Dolby Financial Planning Ltd Full time

    Dolby Financial Planning is part of M&G Wealth Advice, a well-respected financial services company. Our focus is on helping clients achieve their aims, goals, and objectives, we do this by providing financial planning advice delivered in a way that makes them feel heard and taken care of. You will be joining us in an exciting chapter of growth in our...

  • Financial Administrator

    2 days ago

    Huddersfield, Kirklees, United Kingdom ATS Recruitment Full time £26,000 - £28,000

    We are looking for a Financial Administrator!Join a well-established company with over 50 years of experience in producing top-quality screen-printing machines! The company, recognized nationally and internationally for its excellence, is looking for a Financial Administrator to join their team in Huddersfield, West Yorkshire.Main Purpose of the RoleYou will...

  • Financial Administrator

    4 weeks ago

    Huddersfield, United Kingdom Bupa Full time

    Financial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: CLE00AA Cleveland House 2 Cleveland Road Huddersfield West Yorkshire HD1 4PN Location Status : On site ** Description**:** Job title: Financial Administrator** **Location**:Cleveland House Care Home, 2 Cleveland Rd, Huddersfield HD1 4PN** **Salary:...

  • Financial Administrator

    2 days ago

    Huddersfield, United Kingdom Bupa Full time

    Financial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: CLE00AA Cleveland House 2 Cleveland Road Huddersfield West Yorkshire HD1 4PN Location Status : On site ** Description**:** Job title: Financial Administrator** **Location**:Cleveland House Care Home, 2 Cleveland Rd, Huddersfield HD1 4PN** **Salary:...

  • Financial Administrator

    4 weeks ago

    Huddersfield, United Kingdom Bupa Care Homes Full time

    Job Number: LIN0071 Lindley Grange Acre Street Huddersfield West Yorkshire HD3 3EJ Location Status On site **Financial Administrator (Part Time)** **Lindley Grange Care Home, **Acre Street, Huddersfield, HD3 3EJ** **£11.25 - £14.50ph plus excellent Bupa Benefits** **Permanent Contract. Part Time, 18.5 hours pw. Monday to Friday** **We make health...

  • Financial Services Administrator

    2 weeks ago

    Huddersfield, United Kingdom Recruit UK Full time

    Recruit UK are hiring for someone to join a leading Wealth Management company as a Financial Services Administrator in their vibrant Huddersfield office. This essential role offers the opportunity to develop and apply your financial administration skills within an established, successful team. You will provide comprehensive administrative support and act as...

  • Financial Services Administrator

    2 months ago

    Huddersfield, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...

  • Financial Services Administrator

    4 weeks ago

    Huddersfield, United Kingdom Yiota Wilkinson Wealth Management Full time

    YIOTA WILKINSON WEALTH MANAGEMENT LTD Partner Practice of St. James’s Place Independence House, Holly Bank Road, Huddersfield, HD3 3LX **Financial Services Administrator** An exciting opportunity has arisen for a bright Financial Services Administrator to join our Client Care Team at Yiota Wilkinson Wealth Management. This gives lots of flexibility and...

  • Financial Services Administrator

    2 days ago

    Huddersfield, United Kingdom Yiota Wilkinson Wealth Management Full time

    YIOTA WILKINSON WEALTH MANAGEMENT LTD Partner Practice of St. James’s Place Independence House, Holly Bank Road, Huddersfield, HD3 3LX **Financial Services Administrator** An exciting opportunity has arisen for a bright Financial Services Administrator to join our Client Care Team at Yiota Wilkinson Wealth Management. This gives lots of flexibility and...

  • Financial Planning Administrator

    3 weeks ago

    Huddersfield, United Kingdom NJR Recruitment Full time

    **Financial Planning Administrator - 4 Days a week** **Huddersfield** **£22,000 - £28,000 FTE** NJR Recruitment is delighted to be currently working with a well known SJP Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management. Based on the outskirts of Huddersfield, our client is...

  • Financial Administrator

    4 weeks ago

    Huddersfield, United Kingdom Bupa Full time

    Description Job title: Financial Administrator Location: Cleveland House Care Home, 2 Cleveland Rd, Huddersfield HD1 4PN Salary: Competitive Contract: Permanent  Shift Pattern: Monday to Friday Welcome Bonus: £1000 Should you be successfully hired into this role, we are pleased to be able to offer you a one-off Starter Bonus of...

  • Financial Administrator

    3 weeks ago

    Huddersfield, United Kingdom Bupa Full time

    Description Job title: Financial Administrator Location: Cleveland House Care Home, 2 Cleveland Rd, Huddersfield HD1 4PN Salary: Competitive Contract: Permanent  Shift Pattern: Monday to Friday Welcome Bonus: £1000 Should you be successfully hired into this role, we are pleased to be able to offer you a one-off Starter Bonus of...

  • Financial Services Administrator

    2 days ago

    Huddersfield, Kirklees, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...

  • Financial Services Administrator

    2 months ago

    Huddersfield, United Kingdom M&G plc Full time

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and communities. To help us achieve...

  • Financial Services Administrator

    2 weeks ago

    Huddersfield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Benefits** *** Huddersfield £25000 - £35000 16/02/2024 NJR14575 Plus Bonus DESCRIPTION NJR Recruitment is delighted to be currently working with a well known SJP practice that specialise in providing high quality personal advice on many aspects of wealth management. Based on the outskirts of...

  • Financial Services Administrator

    1 week ago

    Huddersfield, United Kingdom NJR Recruitment Full time

    NJR Recruitment is delighted to be currently working with a well known SJP practice that specialise in providing high quality personal advice on many aspects of wealth management. Based on the outskirts of Huddersfield, our client is looking to recruit an experienced Financial Services Administrator to support the financial planners who advise on a range of...

  • Office Administrator

    2 days ago

    Huddersfield, Kirklees, United Kingdom Vsure Financial ltd Full time

    You have a professional telephone manner.You enjoy and are committed to delivering great customer service and working as part of a team.You are highly proficient in using a range of electronic systems and software.You have worked in a similar role and are familiar with a range of mortgage lenders and Protection providers and their packaging requirements.Job...

  • Administrator

    3 weeks ago

    Huddersfield, United Kingdom NFP People Limited Full time

    Administrator We have an opportunity for an experienced administrator to provide support for the project delivery team. Position: Project Administrator Location: Bradley, Huddersfield, Hybrid Hours: Full time, 37 hours per week **Salary**: £22,049.00 Duration: This is a temporary position until July 27 Benefits: Include 25 days paid holiday (rising...