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- Tasks: Provide top-notch admin support in a dynamic financial environment.
- Company: Join Perspective Financial Group, a leading firm in Darlington.
- Benefits: Enjoy 25 days holiday, birthday leave, and discounts on shopping.
- Other info: Flexible working hours with a supportive team atmosphere.
- Why this job: Be part of a team that values your skills and offers growth.
- Qualifications: Experience in financial planning and strong communication skills required.
The predicted salary is between 30000 - 40000 £ per year.
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.
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.
- 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.
Financial Administrator (Darlington) employer: Perspective Financial Group Ltd
Contact Detail:
Perspective Financial Group Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator (Darlington)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector, especially those who might know about openings at Perspective. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of pensions and investments. We want you to feel confident discussing these topics, as they’re key to the Financial Administrator role. Practice common interview questions with a mate to get comfortable!
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed workloads or improved processes in previous roles. This will highlight your ability to handle the varied tasks of the job.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Perspective.
We think you need these skills to ace Financial Administrator (Darlington)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in financial planning and any relevant administrative skills. 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 align with the job description, and don’t forget to show your enthusiasm for joining us.
Proofread, Proofread, Proofread!: Attention to detail is key in this role, so make sure your application is free from typos and grammatical errors. We recommend reading it out loud or asking a friend to review it before you hit send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific services offered by the company. Familiarise yourself with terms related to pensions, investments, and protection, as well as any software they use like IO and Platform.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully handled client queries or resolved issues in the past to demonstrate your communication prowess.
✨Be Organised and Proactive
Highlight your organisational skills during the interview. Discuss how you manage your workload and prioritise tasks effectively. You might even want to share a specific instance where your planning made a significant difference in your previous role.
✨Embrace Flexibility
The job requires adaptability, so be ready to discuss how you've coped with changes in the workplace. Share examples of times when you had to adjust your approach or learn new skills quickly to meet the demands of your role.