Financial Administrator

4 months 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

**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 Free Parking.

**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**:
**Role 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

    3 months 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 Services Administrator

    3 months 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 weeks ago

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

    Job Summary:We are seeking a highly skilled and experienced Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.About the Role:This is an exciting opportunity for a motivated and organized individual...

  • Financial Administrator

    2 weeks ago

    Huddersfield, Kirklees, United Kingdom Bupa - Care Homes Full time

    Job Summary: We are seeking a highly skilled and experienced Financial Administrator to join our team at Bupa Care Homes. As a Financial Administrator, you will play a critical role in ensuring the smooth operation of our financial processes, including accounts payable, accounts receivable, payroll, and financial reporting. Key Responsibilities: Financial...

  • Financial Administrator

    2 weeks ago

    Huddersfield, Kirklees, United Kingdom Bupa - Care Homes Full time

    Job Summary: We are seeking a highly skilled and experienced Financial Administrator to join our team at Bupa Care Homes. As a Financial Administrator, you will play a critical role in ensuring the smooth operation of our financial processes, including accounts payable, accounts receivable, payroll, and financial reporting. Key Responsibilities: Financial...

  • Financial Administrator

    2 days ago

    Huddersfield, Kirklees, United Kingdom pyramid8 Full time

    Finance Officer Role at Pyramid8We are seeking an experienced Finance Officer to join our team at Pyramid8 in Huddersfield. As a key member of our senior management team, you will be responsible for providing financial administrative services and supporting our business growth.Key Responsibilities:Manage credit control, including aged debtor analysis and...

  • Financial Administrator

    2 days ago

    Huddersfield, Kirklees, United Kingdom pyramid8 Full time

    Finance Officer Role at Pyramid8We are seeking an experienced Finance Officer to join our team at Pyramid8 in Huddersfield. As a key member of our senior management team, you will be responsible for providing financial administrative services and supporting our business growth.Key Responsibilities:Manage credit control, including aged debtor analysis and...

  • Financial Administrator

    3 months 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

    1 day ago

    Huddersfield, Kirklees, United Kingdom Pyramid8 Full time

    Financial Operations Coordinator **Job Summary** Pyramid8 is seeking an experienced Financial Operations Coordinator to support the senior management team in Huddersfield. This is a standalone finance role that requires a self-motivated individual who wants to be part of an interesting and growing business. **Key Responsibilities** * Provide financial...

  • Financial Administrator

    22 hours ago

    Huddersfield, Kirklees, United Kingdom Pyramid8 Full time

    Financial Operations Coordinator **Job Summary** Pyramid8 is seeking an experienced Financial Operations Coordinator to support the senior management team in Huddersfield. This is a standalone finance role that requires a self-motivated individual who wants to be part of an interesting and growing business. **Key Responsibilities** * Provide financial...

  • Financial Administrator

    3 days ago

    Huddersfield, Kirklees, United Kingdom Pyramid8 Full time

    Financial Operations Coordinator **Job Summary** Pyramid8 is seeking an experienced Financial Operations Coordinator to support the senior management team in Huddersfield. This is a standalone finance role that requires a self-motivated individual who wants to be part of an interesting and growing business. **Key Responsibilities** * Provide financial...

  • Financial Administrator

    3 days ago

    Huddersfield, Kirklees, United Kingdom Pyramid8 Full time

    Financial Operations Coordinator **Job Summary** Pyramid8 is seeking an experienced Financial Operations Coordinator to support the senior management team in Huddersfield. This is a standalone finance role that requires a self-motivated individual who wants to be part of an interesting and growing business. **Key Responsibilities** * Provide financial...

  • Financial Administrator

    1 week ago

    Huddersfield, Kirklees, United Kingdom pyramid8 Full time

    Pyramid8 is seeking a highly skilled Financial Officer to join their team. This is a standalone finance role that requires a self-motivated individual who is passionate about contributing to the growth and success of a dynamic business.The successful candidate will provide financial administrative support to the senior management team, maintaining...

  • Financial Administrator

    1 week ago

    Huddersfield, Kirklees, United Kingdom pyramid8 Full time

    Pyramid8 is seeking a highly skilled Financial Officer to join their team. This is a standalone finance role that requires a self-motivated individual who is passionate about contributing to the growth and success of a dynamic business.The successful candidate will provide financial administrative support to the senior management team, maintaining...

  • Administrative Assistant

    2 months ago

    Huddersfield, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Administrative AssistantLocation: Huddersfield with options for a hybrid working patternSalary: Up to £28,000 (DoE)Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy Financial Services office?If you have previous experience in Financial Services and want to progress further, you...

  • Financial Administrator

    2 weeks ago

    Huddersfield, Kirklees, United Kingdom pyramid8 Full time

    Pyramid8 is seeking a highly skilled Financial Officer to join their team. This is a standalone finance role that requires a self-motivated individual who is passionate about contributing to the growth and success of a dynamic business.The successful candidate will provide financial administrative support to the senior management team, maintaining...

  • Financial Administrator

    1 week ago

    Huddersfield, Kirklees, United Kingdom pyramid8 Full time

    Pyramid8 is seeking a highly skilled Financial Officer to join their team. This is a standalone finance role that requires a self-motivated individual who is passionate about contributing to the growth and success of a dynamic business.The successful candidate will provide financial administrative support to the senior management team, maintaining...

  • Financial Services Administrator

    2 weeks ago

    Huddersfield, Kirklees, United Kingdom Reward Recruitment Full time

    About the RoleWe are seeking a highly motivated and organized Financial Services Administrator to join our team at Reward Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial services clients.Key ResponsibilitiesClient Correspondence: You will be responsible for drafting and sending client...

  • Financial Services Administrator

    1 week ago

    Huddersfield, Kirklees, United Kingdom Reward Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Reward Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial services clients.Key ResponsibilitiesClient Correspondence: You will be responsible for drafting and sending...

  • Financial Services Administrator

    1 week ago

    Huddersfield, Kirklees, United Kingdom Reward Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Reward Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial services clients.Key ResponsibilitiesClient Correspondence: You will be responsible for drafting and sending...