At a Glance
- Tasks: Provide top-notch admin support and be the go-to for client queries on finances.
- Company: Join Perspective Financial Group, a dynamic firm in Grimsby.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Other info: Exciting opportunities for growth in the finance sector.
- Why this job: Make a difference by helping clients navigate their financial journeys.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 27450 - 33550 £ per year.
Perspective Financial Group Limited is seeking a Financial Administrator to join our Grimsby office.
The role is varied, providing high-quality administrative support and acting as the first point of contact for client queries regarding pensions, investments and protection.
You will handle general office administration, assist with New Business processing, prepare client packs and coordinate meetings, ensuring compliant, accurate records and excellent service.
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Wealth Management Admin & Client Support in Grimsby employer: Perspective Financial Group Ltd
Perspective (North East) Ltd / Perspective (BLM) is an excellent employer that values its employees by offering a supportive work culture and a competitive salary package. Located in Oulton, the company provides a 35-hour work week with opportunities for professional growth and participation in various staff schemes, making it an ideal place for those seeking meaningful and rewarding employment in the financial sector.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
