Financial Administrator Role

3 days ago


Cardiff, Cardiff, United Kingdom Perspective Financial Group Ltd Full time

We are seeking a highly skilled Financial Administrator to join our team at Perspective Financial Group Ltd in Cardiff.

About the Role

This is an integral role that requires excellent administrative skills, attention to detail, and effective communication. You will be responsible for providing high-quality support to our clients and internal teams.

The successful candidate will have experience working in a financial planning firm and will be able to demonstrate strong IT skills, including proficiency in Microsoft Office software.

The salary for this position is approximately £25,000-£35,000 per annum, depending on experience.

Key Responsibilities
  1. Production of concise business correspondence and proofreading for grammar, spelling, and punctuation with a high degree of accuracy.
  2. Confidence with IT and office software packages including Teams, Outlook, Word, and Excel.
  3. Client correspondence, written and verbal.
  4. Illustration requests.
  5. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
  6. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate, and compliant.
  7. Taking phone calls, enquiries, and requests, and handling them where appropriate.
  8. Back-office support.
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.
  • Birthday Day Off Electric Car Scheme.


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