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Financial Planning Administration Specialist

1 month ago

Newcastle under Lyme, Staffordshire, United Kingdom Perspective Financial Group Ltd Full time

Are you looking to develop your financial administration skills in a dynamic wealth management company? We are seeking an experienced Asset Finance Administrator to join our successful administration team at Perspective Financial Group Ltd.

Salary: £25,000 - £35,000 per annum (dependent on experience)

About the Role

We are looking for a motivated and professional individual to support our clients with their financial planning needs. The successful candidate will have excellent communication skills, be confident in using IT software packages, and have a high degree of accuracy when producing business correspondence.

  • Illustration requests
  • Client record maintenance on company software
  • Phone calls, enquiries, and request handling
  • Back-office support
Responsibilities

The key responsibilities of this role include:

  1. Ensuring all financial planning client administration is carried out in accordance with the Firm's procedures
  2. Maintaining client records on the company software and ensuring the client and firm's files are well presented, accurate, and compliant
  3. Taking phone calls, enquiries, and requests, and handling them where appropriate
  4. Providing back-office support
Requirements

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

  • Experience working in a financial planning firm
  • Motivation, friendliness, and professionalism at all times
  • Confidence with IT and office software packages, including Teams, Outlook, Word, and Excel
Benefits

We offer a competitive 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
  • Yearly bonus
  • Cycle to work scheme
  • Employee discount
  • Health & wellbeing programme