Perspective Financial Group Ltd is searching for a Financial Administrator to join their Droitwich Spa office. This role involves providing vital administrative support and serving as a point of contact for client inquiries about pensions, investments, and protection.
The successful candidate will manage the advisor's diary, handle client correspondence, and ensure compliance in client administration. Experience in financial planning and confidence with IT tools are essential for this position, along with excellent organizational skills.
The company offers a range of benefits, including 25 days of holiday plus bank holidays and birthday leave.
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