At a Glance
- Tasks: Support financial administration, manage client queries, and ensure smooth office operations.
- Company: Join a dynamic financial planning firm in Worthing with a supportive team culture.
- Benefits: Enjoy 25 days holiday, birthday leave, and discounts on shopping plus more perks.
- Other info: Flexible working hours and excellent career growth opportunities await you.
- Why this job: Be part of a vital team, making a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 28800 - 43200 £ per year.
We have a fantastic vacancy for a Financial Administrator to join our busy Worthing 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 (South East) Ltd
Location: Worthing
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 employeesto access a new bike and safety equipment through a salary sacrifice arrangement.
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
Extras 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.
Perspective plusShaped around you
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 authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Company No. 6455775
Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY
Financial Administrator in Worthing employer: Perspective Financial Group Ltd
At Perspective Financial Group, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture in our Worthing office. With competitive benefits including 25 days of holiday, a Birthday Day Off, and opportunities for professional growth, we ensure our employees feel valued and motivated. Join us to be part of a dynamic team where your contributions make a real impact in the financial planning sector.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Worthing
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial 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. We want to see that you’re genuinely interested!
✨Tip Number 3
Practice your communication skills! Since you'll be the point of contact for client queries, being able to articulate your thoughts clearly is key. Try mock interviews with friends or family to boost your confidence and refine your responses.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join our team at Perspective Financial Group.
We think you need these skills to ace Financial Administrator in Worthing
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. Be sure to mention your communication skills and ability to handle client queries, as these are key for us.
Show Off Your IT Skills:Since you'll be using various software packages like Teams, Outlook, Word, and Excel, make sure to mention your proficiency with these tools. We love candidates who are tech-savvy and can adapt 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. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Financial Stuff
Brush up on your knowledge of pensions, investments, and protection. Be ready to discuss how your previous experience aligns with the role and how you can contribute to the team’s success.
✨Show Off Your Admin Skills
Prepare examples of how you've managed workloads and prioritised tasks in past roles. Highlight your proficiency with office software like Teams, Outlook, Word, and Excel, as these will be crucial for the job.
✨Practice Your Communication
Since you'll be the point of contact for client queries, practice articulating your thoughts clearly and professionally. Role-play common scenarios you might encounter, such as handling client inquiries or liaising with product providers.
✨Be Ready for Change
Demonstrate your flexibility and adaptability during the interview. Share experiences where you've successfully navigated changes in the workplace, showing that you're a team player who can handle whatever comes your way.
