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Experienced Financial Administrator
1 month ago
We are seeking a skilled Financial Administrator to join our team at Perspective Financial Group Ltd. As a Financial Administrator, you will play a vital role in providing high-quality administrative support to our clients and internal teams.
Key Responsibilities- Provide exceptional administrative support to our clients and internal teams, ensuring a first-class service is delivered at all times.
- Act as the primary point of contact for client queries, providing accurate and timely responses to their inquiries.
- Liaise with product providers and other stakeholders to ensure seamless communication and efficient resolution of client issues.
- Manage client records and maintain accurate and up-to-date information on our company software.
- Produce high-quality business correspondence, including letters, emails, and reports, with a focus on grammar, spelling, and punctuation.
- Utilize IT and office software packages, including Teams, Outlook, Word, and Excel, to efficiently manage tasks and maintain accurate records.
- Develop and maintain strong relationships with clients, colleagues, and external partners, ensuring a professional and courteous demeanor at all times.
- Contribute to the development and implementation of administrative processes and procedures, ensuring compliance with company policies and regulatory requirements.
To be successful in this role, you will need:
- Proven experience working in a Financial Planning firm, with a strong understanding of financial administration and client support.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
- Proficiency in IT and office software packages, including Teams, Outlook, Word, and Excel.
- A high degree of accuracy and attention to detail, with the ability to maintain accurate records and produce high-quality business correspondence.
We offer a competitive salary and benefits package, including:
- 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.
- A supportive and collaborative team environment, with opportunities for professional development and growth.
- A comprehensive training program, designed to help you develop your skills and knowledge in financial administration and client support.
If you are a motivated and experienced Financial Administrator looking for a new challenge, please submit your application, including your CV and a cover letter, to [insert contact information].
