Financial Administrator

6 days 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 to join our busy office and contribute to the success of our financial planning firm. As a Financial Administrator, you will be responsible for:

  • Providing high-quality administrative support to our financial planners and clients
  • Managing client records and ensuring accurate and compliant file maintenance
  • Handling client inquiries and requests in a professional and timely manner
  • Supporting the back-office functions of our financial planning firm
  • Producing concise and accurate business correspondence and reports
  • Utilizing IT and office software packages to efficiently manage tasks and data

Requirements:

To be successful in this role, you will need to possess:

  • Excellent communication and interpersonal skills
  • Strong organizational and time management skills
  • Proficiency in IT and office software packages, including Teams, Outlook, Word, and Excel
  • Experience working in a financial planning firm or similar industry
  • A passion for delivering exceptional customer service and support

What We Offer:

In return for your hard work and dedication, we offer a competitive salary and benefits package, including:

  • 25 days holiday (rising with length of service) plus Bank Holidays and Birthday Leave
  • Holiday Purchase Scheme
  • Life Assurance
  • Pension
  • Corporate Eyecare
  • Extras Discount shopping discounts

Company Overview:

Perspective Financial Group Ltd is a leading wealth management company that provides expert, specialized financial planning and wealth management advice to individuals, families, companies, and trustees. We are proud to be the UK's best client-centric financial planning firm for both our clients and our staff.



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