Current jobs related to Financial Administrator - Chorley - Perspective Financial Group Ltd

  • Financial Administrator

    6 days ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    **We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...

  • Financial Administrator

    2 weeks ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    Financial Administrator (Chorley) We have a fantastic vacancy for a Financial Administrator to join our busy Chorley Office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries with regards to pensions,...

  • Administrator

    2 weeks ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

  • Administrator

    1 week ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

  • Group People Administrator

    4 days ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

  • Administrator (Financial Adviser Support)

    1 week ago

    Chorley, United Kingdom Cheetham Jackson Ltd Full time

    **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of. You will be joining us in an exciting chapter of growth. We want to make a positive impact on the...

  • Administration Apprentice

    2 weeks ago

    Chorley, United Kingdom Cheetham Jackson Ltd Full time

    **Apprentice Research Apprenticeship (Financial Services Administration) Job Description** **Salary: £8.23 per hour** **Hours of work: Monday to Friday 9am - 5pm (35 hours a week)** **Location: Support Office in Chorley** At Cheetham Jackson we have one sole focus, saving clients. We save them and their families from the financial impacts of poor...

  • Wealth Management Admin Specialist

    2 weeks ago

    Chorley, United Kingdom Perspective Financial Group Ltd Full time

    A financial services company in Chorley is seeking a Financial Administrator to provide high-quality administrative support. You will manage client queries regarding pensions and investments, ensuring compliance and effective processes. The ideal candidate will have experience in a Financial Planning firm and exhibit excellent communication and...

  • Administrator / Graduate Administrator

    2 days ago

    Chorley, United Kingdom Carlton Mays Full time

    We are seeking an Administrator / Graduate Administrator for a firm of Independent Financial Advisers based in Chorley. The company offers excellent training and clear progression routes for the right person. **Tasks include**: - First point of contact for all clients - Ensuring the database is accurately updated - Preparation of client correspondence -...

  • Administrator

    1 week ago

    Chorley, United Kingdom Carlton Mays Full time

    IFA Administrator | Chorley | c £18K - £25K Neg / DOE We are seeking an experienced Administrator to join our client at their office in Chorley. A background in Financial Services is desirable but not essential. You will be supporting the Advisers to provide the best advice and service. **Duties include**: Act as point of contact for all clients and...

Financial Administrator

2 weeks ago

Chorley, United Kingdom Perspective Financial Group Ltd Full time

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners.

We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us, financial planning is a profession with specialist expert knowledge which enables us to advise individuals, families, companies, and trustees over the long term.

The qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results and having a passion for learning and development.

Our Purpose, Vision and Values are at the core of what we do.

**Our Purpose**: We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.

**Our Vision**: To build a sustainable and socially responsible business that is trusted by our employees and clients, never detracting from our core value that our clients come first in everything we do.

**Our Six Values**:Our clients are at the heart of everything we do. Our six core values guide what we do every day:

- We are client-centric
- We will do the right thing
- We always deliver
- We become a trusted member of the family
- We continually set standards of excellence
- We believe in teamwork

**Position**:
We have a fantastic vacancy for an experienced Financial Administrator to join our expanding team. You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.

**Office**: Perspective (North West) Ltd

**Hours**:Monday - Friday 9.00am - 5.00pm (35 hours)

**Salary**: Competitive dependant on experience and qualifications. Available upon request.

**Benefits**: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare.

**Specific Responsibilities**:
The key duties of the role are:

- Client correspondence, written and verbal
- Processing New Business
- Preparation of client review packs
- Arranging client meetings and managing the Adviser’s diary
- Illustration requests
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Taking phone calls, inquiries and requests, and handling them where appropriate
- Back-office support

Due to the nature of the business, the role may also include additional responsibilities considered reasonable

**Requirements**:
**Role Requirements**:

- Previous experience working in a Financial Planning firm is essential.
- CII Level 3 Qualifications in Financial Administration preferable, if not training will be provided to achieve these
- Good working knowledge of IO and Platform experience essential.
- An understanding of Model Portfolios/DFMs preferable
- Ability to manage and prioritise workloads
- Excellent planning, organisational and multi-tasking abilities are essential
- Ability to produce concise business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy
- Analytical and problem-solving skills
- Flexibility/ adaptability to cope with change
- Confident with IT and office software packages including Teams, Outlook, Word, Excel and PowerPoint
- Excellent communication skills at all levels