Administrator

**Administrator (ref: 158)**

**Location**:Chorley**
**Hours**:Monday - Friday 9.00am - 5.00pm (35

hours)

**Salary**:£18,000 - £22,000** **Dependant on

experience and qualifications

**Benefits**:25 days holiday (rising with length of

service) plus Bank Holidays, Holiday Purchase

Scheme, Life Assurance, Pension and Corporate

Eyecare

**Perspective is a national financial**
**planning and wealth management**
**group which operates from 20 offices**
**across the UK employing over 250**
**staff, including over 80 highly**
**qualified advisers. It provides**
**impartial, specialist advice for**
**individuals, corporates and trustees**
**on pensions, retirement planning,**
**inheritance tax planning,**
**investments and group risk and**
**business protection matters, often**
**working closely with other**
**professional advisers such as**
**accountants and lawyers.**

**The group differentiates itself**
**by having a strong and ethical**
**client-centric culture, a robust**
**compliance approach and a**
**clear**
**focus on developing its pipeline**
**of trainee adviser talent through**
**its workplace based in-house**
**Training Academy.**

**CBPE Capital LLP made a major**
**investment in Perspective to**
**support the Group’s management**
**team with their continued focus on**
**providing high quality advice to**
**their existing client base, growing**
**organically and making selective**
**acquisitions.**

**Perspective has gained a reputation**
**as the ‘acquirer of choice’ for**
**Financial Planners looking to retire**
**and exit the industry and for larger**
**Financial Planning firms looking to**
**join an established and growing**
**industry leading group.**

**Role Description**:
We have a fantastic vacancy for an Administrator to

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.

**Specific Responsibilities**:The key duties of the role are listed below:
Taking phone calls, inquiries and requests, and

handling them where appropriate

Client correspondence, written and verbal

Processing New Business

Preparation of client review packs

Arranging client meetings and managing the

Adviser’s diary

Illustration requests

Back-office support

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

Due to the nature of the business, the role may

also include additional responsibilities considered

reasonable

**Experience & Skills**:
The role requires a reliable individual who has the

ability to manage and prioritise workloads, so

excellent organisational abilities are essential.

**Key requirements are**:
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

Excellent planning, organisational and multi
- tasking abilities are essential

Excellent communication skills at all levels

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

A team player with a positive attitude

**co.uk quoting Administrator (ref: 158)**

**Perspective’s flexible and pragmatic**
**approach means we can create**
**mutually beneficial acquisition deal**
**structures and completion**
**timescales, while priding ourselves**
**on delivering a client-centric,**
**ethical approach focused on long**
**term (often**
**multi-generational) client**
**relationships.**

**Privacy Policy**
**_Perspective Financial Group Ltd (“us”,
- **

**_“we”) respects your right to privacy.
- **

**_Our Privacy Policy explains who we
- **

**_are, how we collect, share, and use
- **

**_personal information about you, and
- **

**_how you can exercise your privacy
- **

**_rights. Our Privacy Policy is available
- **

**_on our website
- **
- **
- Any unsolicited CVs will be sent at the recruitment agency’s own risk- and will be interpreted as ‘gifts’ and we have no liability to you for- any fee or otherwise. We reserve the right to engage with-
- and conditions. By submitting an unsolicited CV to us, or to any- member of our staff, you accept these terms as the default position_