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

**Perspective is a national financial**

**planning and wealth management**

**group which operates from 21 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.
**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 Currently have a vacancy available for a full time
Financial Services Administrator to join our friendly
and enthusiastic team in Marlborough. The successful
queries relating to life assurance, pensions and
investments 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. Full training
will be given**.**

**Specific Responsibilities**:
The key duties of the role are listed below:
Assisting with reviews and customer requests as

well as acting as a point of contact for our clients
to deal with day-to-day queries

Screening phone calls, enquiries and requests and

handling them where appropriate

Processing New Business

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

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

Outstanding communication skills at all levels

Ability to produce business correspondence,

proof-read for grammar, spelling and
punctuation with a high degree of accuracy

Excellent communication skills at all levels

Analytical and problem-solving skills

Experience of working as part of a team and able to

work remotely with colleagues often in virtual
environments such as Microsoft Teams

Flexibility / adaptability to cope with change

Confident with IT and office software

packages (Word, Excel, PowerPoint etc)

**Progression**:
We encourage further development and
financially support achievement of relevant
qualifications. Opportunities for career
advancement into becoming a Paraplanner and
/ or Financial Advisor 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, Contact Ross

Perry,
01672 515991

**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 _
- a