Financial Administrator

5 days ago


Marlborough, Wiltshire, 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.

Key Responsibilities:

  • Provide high-quality administrative support to our financial planning team, including client queries, correspondence, and data entry.
  • Maintain accurate and up-to-date client records, ensuring compliance with our firm's procedures.
  • Handle phone calls, emails, and other inquiries, responding promptly and professionally.
  • Support the production of business correspondence, reports, and other documents, ensuring a high level of accuracy and attention to detail.
  • Collaborate with our team to ensure seamless delivery of our services, maintaining a positive and productive work environment.

Requirements:

  • Proven experience working in a financial planning or administrative role, with a strong understanding of financial services and regulations.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Highly organized and efficient, with a strong attention to detail and ability to prioritize tasks effectively.
  • Proficient in Microsoft Office, including Word, Excel, and Outlook, with experience using Teams and other software packages.
  • Able to work independently and as part of a team, with a flexible and adaptable approach to work.

What We Offer:

  • A competitive salary and benefits package, including 25 days' holiday, Bank Holidays, and a range of extras.
  • Ongoing training and development opportunities, to support your career growth and success.
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration.


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