Job Description
We have a fantastic vacancy for a Financial Administrator to join our busy Darlington Office. This is an integral and varied role and your experience in providing high‑quality administrative support will be invaluable to the whole team. You will act as the point of contact for client queries regarding pensions, investments and protection, liaise with product providers, and cover all aspects of general office administration to ensure a first‑class service is provided to internal and external parties.
Office: Perspective (North East) Ltd
Location: Darlington
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive, dependent on experience and qualifications (available upon request).
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Job Requirements
You will already have experience working in a Financial Planning firm and should be motivated, friendly and professional at all times, able to hold conversations with third parties and represent the company in a professional manner. Additionally, you will be skilled in, or have the ability to learn:
* Good working knowledge of IO 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.
* A team player with a positive attitude.
Job Responsibilities
This role is a key part of the team and involves the day‑to‑day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your duties will be varied and include (but are not limited to):
* Client correspondence, written and verbal.
* Processing new business.
* Preparation of client review packs.
* Arranging client meetings and managing the Adviser’s diary.
* Illustration requests.
* Ensuring that all financial planning client administration is carried out in accordance with the Firm’s procedures.
* Maintaining client records on the company software and ensuring the client and firm’s files are well presented, accurate and compliant.
* Taking phone calls, enquiries and requests, and handling them where appropriate.
* Back‑office support.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Job Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
Birthday Day Off
Electric Car Scheme
Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.
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