Worthing Financial Planning Assistant

3 weeks ago


Worthing, West Sussex, United Kingdom Perspective Financial Group Ltd Full time
Join Our Team

Perspective Financial Group Ltd is seeking a highly motivated and experienced Financial Administrator to join our busy Worthing office.

About the Role

This exciting opportunity involves providing high-quality administrative support to our team, including responding to client queries and maintaining accurate records.

Key Responsibilities

The successful candidate will be responsible for:

  • Responding to client queries and resolving issues in a timely and professional manner.
  • Maintaining accurate records and ensuring compliance with company procedures.
  • Assisting with general office administration, including tasks such as data entry and filing.
Requirements

To be considered for this role, candidates must have:

  • Previous experience working in a financial planning firm.
  • Strong administrative skills, including proficiency in IT and office software packages.
  • Excellent communication and interpersonal skills.
What We Offer

A competitive salary and comprehensive benefits package, including 25 days holiday, Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.



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