At a Glance
- Tasks: Join our team as a Financial Administrator, handling client queries and office administration.
- Company: Perspective (North East) Ltd is a dynamic financial planning firm based in Dore.
- Benefits: Enjoy 25 days holiday, birthday leave, and discounts on shopping plus an electric car scheme.
- Why this job: Be part of a supportive team, gain valuable experience, and make a real impact in finance.
- Qualifications: Experience in financial planning, strong communication skills, and proficiency in office software are essential.
The predicted salary is between 28800 - 43200 £ per year.
Perspective (North East) Ltd / Perspective (Campbell Harrison)
Job Description
We have a fantastic vacancy for a Financial Administrator to join our Sheffield 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 (Campbell Harrison) Location: Sheffield 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.
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.
Perspective plus Shaped 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 Sheffield employer: Perspective Financial Group Ltd
At Perspective (North East) Ltd, we pride ourselves on being an excellent employer, offering a supportive and dynamic work environment in our Dore office. With competitive salaries, generous holiday allowances, and unique benefits like Birthday Leave and an Electric Car Scheme, we prioritise employee well-being and growth. Our collaborative culture fosters professional development, ensuring that every team member can thrive while providing exceptional service to our clients.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Sheffield
✨Tip Number 1
Familiarise yourself with the specific software and tools mentioned in the job description, such as IO and Platform. Having a solid understanding of these systems will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Brush up on your communication skills, both written and verbal. Since you'll be the point of contact for client queries, being able to convey information clearly and professionally is crucial. Consider practising common scenarios you might encounter in the role.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects in the past. This will help you illustrate your ability to prioritise workloads effectively, which is essential for this position.
✨Tip Number 4
Network with professionals in the financial planning sector. Engaging with others in the industry can provide insights into the role and may even lead to valuable connections that could support your application process.
We think you need these skills to ace Financial Administrator in Sheffield
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in financial administration and any specific skills mentioned in the job description, such as proficiency with IT software like Teams, Outlook, Word, and Excel.
Craft a Strong Cover Letter:Write a cover letter that showcases your motivation, professionalism, and ability to handle client queries. Mention your experience in a Financial Planning firm and how it aligns with the responsibilities of the role.
Showcase Communication Skills:In your application, emphasise your excellent communication skills. Provide examples of how you've effectively managed client correspondence and liaised with third parties in previous roles.
Proofread Your Application:Before submitting, thoroughly proofread your CV and cover letter for grammar, spelling, and punctuation errors. A high degree of accuracy is crucial in this role, so ensure your application reflects that.
How to prepare for a job interview at Perspective Financial Group Ltd
✨Showcase Your Financial Knowledge
Make sure to highlight your experience in financial planning during the interview. Be prepared to discuss specific examples of how you've handled client queries related to pensions, investments, and protection.
✨Demonstrate Strong Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Use examples from your past experiences to show how you effectively communicated with clients and third parties.
✨Familiarise Yourself with Relevant Software
Brush up on your knowledge of office software like Teams, Outlook, Word, and Excel. If you have experience with IO and Platform, be ready to discuss it, as this will show your technical competence.
✨Exhibit Organisational Abilities
Prepare to talk about how you manage and prioritise workloads. Share specific strategies or tools you use to stay organised, especially when juggling multiple tasks or deadlines.
