Administrator

Administrator (ref: 183)

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

**Salary**: £20,000 - £22,500 dependant on
experience and qualifications, plus Bonus
Benefits: 25 days holiday (rising with length of
service) plus Bank Holidays, Holiday Purchase
Scheme, Life Assurance, Pension and Corporate
Eyecare, Onsite parking

Perspective is a national financial
planning and wealth management
group which operates from 22 offices
across the UK employing over 275
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.

The Six Values that have helped shape
Perspective into the firm it is today
are:

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

Watch our short video on our
values here:

- values/

Role Description:
We currently have a vacancy available for a full time
Administrator to join our friendly and enthusiastic team in
Marlborough.

with queries from clients and product providers relating to
pensions, investments, and protection.

The role involves all aspects of office administration to
ensure a first-class service is provided to internal and
external parties.

Full training will be given.

Specific Responsibilities:
The key duties of the role are:

Acting as a point of contact for our clients to deal with

day-to-day queries

Taking phone calls, enquiries and requests and

handling them where appropriate

Processing of inbound and outbound post

Liaising with product providers to ensure information

requests and policy changes are processed in an
accurate and timely manner

Preparation of client review packs

Back-office support

Ensure that all administration is carried out in

accordance with the Firm’s procedures

Maintain client records on the company software and

ensure are well presented, accurate and compliant

Keep up to date with financial products and legislation

Comply with all company and industry guidelines, rules

and regulations

Key requirements are:

Previous experience working in a Financial Planning

firm is advantageous

The role requires a reliable individual who has the

ability to manage and prioritise workloads

Role holders will be motivated, friendly and

professional at all times

A team player with a positive attitude

Ability to produce business correspondence, proof
- read for grammar, spelling and punctuation with a
high degree of accuracy

Good working knowledge of Intelligent Office and

Platform experience advantageous.

Excellent communication skills at all levels

Analytical and problem-solving skills

Flexibility / adaptability to cope with change

Confident with IT and office software

packages (Word, Excel, Teams etc)

Progression:
We encourage further development and financially
support achievement of relevant qualifications.

Opportunities for career advancement into becoming a
Paraplanner and / or Financial Planner for those who
wish to consider this for their future.

How to apply

Please send your CV and cover letter to

For an informal discussion about the role, please
contact Ross Perry on
01672 515 991 or 07889 004 969

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.

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

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