At a Glance
- Tasks: Provide top-notch admin support for client queries on pensions and investments.
- Company: Join a dynamic team at Perspective Financial Group in Lincolnshire.
- Benefits: Enjoy competitive salary, extra holiday, and unique perks like an Electric Vehicle Scheme.
- Other info: Flexible working hours and excellent career development opportunities await you.
- Why this job: Be the go-to person for clients and make a real difference in their financial journey.
- Qualifications: Experience in administration and a passion for customer service are essential.
The predicted salary is between 30000 - 40000 £ per year.
We have a fantastic vacancy for a Financial Administrator to join our busy Lincolnshire 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 with regards to pensions, investments and protection 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.
Office: Perspective (Fenton & Danes)
Location: Lincolnshire
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.
- Electric Vehicle Scheme: Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.
- Cycle to Work Scheme: Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.
- Eyecare Support: Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.
- Holiday Purchase Scheme: Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.
- Long Service Awards: Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.
- Extra Discount Cards: Extra Discount Cards give employees an easy way to make everyday spending go further.
- Family Friendly Policy: Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.
We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you:
- 25 days holiday
- Pension
- Enhanced Parental Pay
- Life Assurance
- Learning & Development
- Employee Referral Scheme
Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorized and regulated by the Financial Conduct Authority.
Financial Administrator in Caistor employer: Perspective Financial Group Ltd
Perspective Financial Group Ltd is an exceptional employer located in Lincolnshire, offering a dynamic work environment where your contributions as a Financial Administrator are valued and impactful. With a strong focus on employee well-being, the company provides a range of benefits including extra paid leave for birthdays, an Electric Vehicle Scheme, and opportunities for professional development, ensuring that you can thrive both personally and professionally. The supportive culture and commitment to family-friendly policies make Perspective a rewarding place to build your career.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Caistor
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the hunt for a Financial Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Familiarise yourself with their services, especially around pensions and investments, so you can show off your knowledge and enthusiasm during the chat.
✨Tip Number 3
Practice common interview questions related to administrative support and client queries. We recommend doing mock interviews with friends or family to build your confidence and refine your answers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Administrator in Caistor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in administrative support and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that relate to client queries, pensions, and investments. Let us know what makes you tick!
Be Clear and Concise:When filling out your application, keep it clear and concise. We appreciate straightforward communication, so avoid jargon and get straight to the point. This will help us understand your qualifications quickly!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be set!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Numbers
As a Financial Administrator, you'll be dealing with figures all day. Brush up on your financial terminology and be ready to discuss your experience with pensions, investments, and protection. This will show that you understand the role and can communicate effectively with clients.
✨Showcase Your Admin Skills
Highlight your previous administrative experience during the interview. Be prepared to give examples of how you've provided high-quality support in past roles. Mention any specific tools or software you've used that are relevant to the job, as this will demonstrate your capability to handle the office's demands.
✨Prepare for Client Queries
Since you'll be the point of contact for client queries, think about common questions clients might have regarding financial products. Practise your responses so you can convey confidence and clarity. This will help you stand out as someone who is proactive and knowledgeable.
✨Emphasise Teamwork
This role is integral to the whole team, so be sure to express your ability to work collaboratively. Share examples of how you've successfully worked with others in the past, especially in high-pressure situations. This will show that you're not just a lone wolf but a team player who contributes to a positive work environment.
