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- Tasks: Provide top-notch admin support in a dynamic financial environment.
- Company: Join a leading financial planning firm with a supportive team culture.
- Benefits: Enjoy 25 days holiday, birthday leave, and discounts on shopping.
- Why this job: Make a real impact while developing your skills in finance.
- Qualifications: Experience in financial planning and strong communication skills required.
- Other info: Flexible working hours and excellent career progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
We have a fantastic vacancy for a Financial Administrator to join our busy Braintree 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 (East Anglia)
Location: Braintree
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.
Job Requirements
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also 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 forms a key part of the team and, as such, you will be involved in 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 in line with the responsibilities involved in Financial Administration including, but 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.
- Ensure that all financial planning client administration is carried out in accordance with the Firm\’s procedures.
- Maintain client records on the company software and ensure 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.
Job Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, 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.
Registered in England and Wales. Company No. 6455775
Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY
#J-18808-Ljbffr
Financial Administrator 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
✨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.
✨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.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications from motivated candidates like you. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Financial Administrator
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 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. Mention specific experiences that demonstrate your skills in client correspondence and office administration, 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. If you've got any examples of how you've used them effectively in past roles, share those with us!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Perspective Financial Group Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just a great administrator but also someone who understands the financial landscape.
✨Show Off Your IT Skills
Familiarise yourself with the software mentioned in the job description, like Teams, Outlook, Word, and Excel. Maybe even prepare a quick example of how you've used these tools effectively in past roles to demonstrate your proficiency.
✨Practice Your Communication
Since you'll be the point of contact for client queries, practice articulating your thoughts clearly and professionally. Consider role-playing common scenarios with a friend to build your confidence in handling client interactions.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage and prioritise workloads. Think of specific examples where you've successfully juggled multiple tasks or adapted to changes in a fast-paced environment, as this will highlight your ability to thrive in the role.
