We have a fantastic vacancy for a Financial Administrator to join our busy Droitwich Office. This integral and varied role requires high‑quality administrative support and will be a key point of contact for client queries regarding pensions, investments and protection. You will also liaise with product providers, manage the advisor’s diary, and handle back‑office support to ensure a first‑class service for internal and external parties.
Key Responsibilities
* Client correspondence, written and verbal.
* Processing new business and preparing client review packs.
* Arranging client meetings and managing the advisor’s diary.
* Handling illustration requests.
* Ensuring all financial‑planning client administration is carried out in accordance with the firm’s procedures.
* Maintaining client records on the company software and ensuring files are well presented, accurate and compliant.
* Taking phone calls, enquiries and requests, and handling them where appropriate.
Qualifications and Skills
* Experience working in a financial planning firm.
* Good working knowledge of I&O and Platform.
* Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
* Confidence with IT and office software packages including Teams, Outlook, Word and Excel.
* Management and prioritising workloads.
* Excellent planning, organisational and multi‑tasking abilities.
* Analytical and problem‑solving skills.
* Flexibility/adaptability to cope with change.
* Excellent communication skills at all levels.
* Team player with a positive attitude.
Benefits
* 25 days holiday (rising with length of service) plus bank holidays.
* Birthday leave – an extra paid day off to celebrate your birthday.
* Holiday purchase scheme.
* Life assurance.
* Pension.
* Enhanced parental leave.
* Corporate eyecare.
* Extras discount shop discounts.
Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are authorised and regulated by the Financial Conduct Authority.
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