Financial Administrator Position

21 hours ago


Worthing, West Sussex, United Kingdom Perspective Financial Group Ltd Full time
Company Overview

Perspective Financial Group Ltd is a market-leading wealth management company with a successful administration team.

Salary and Benefits

A competitive salary will be offered, dependent on experience and qualifications. Additional benefits include 25 days holiday (rising with length of service), Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

Job Description

This integral and varied role requires providing high-quality administrative support to the team. As the point of contact for client queries, you will liaise with product providers and cover all aspects within general office administration to ensure a first-class service is provided.

  • 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.
  • Client correspondence, written and verbal.
Required Skills and Qualifications

You will already be experienced working in a Financial Planning firm. A motivated, friendly, and professional demeanor is essential, along with the ability to hold conversations with third parties representing the company in a professional manner.

The ideal candidate will have:

  • Experience in producing business correspondence and maintaining accurate records.
  • Proficiency in IT and office software packages.
  • Excellent communication and interpersonal skills.
Benefits and Opportunities

In addition to a competitive salary and comprehensive benefits package, this role offers opportunities for professional growth and development within a dynamic and supportive team environment.



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