Perspective Financial Group Limited is seeking a Financial Administrator in Halesowen. You will provide high-quality administrative support, act as the main contact for client queries on pensions, investments and protection, and liaise with product providers to ensure a first-class service.
The role involves day-to-day administration in Wealth Management, ensuring compliant processes, accurate data handling and well-presented files.
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Wealth Management Admin & Client Services Specialist in Halesowen employer: Perspective Financial Group Ltd
Perspective Financial Group Ltd is an excellent employer, offering a supportive and client-focused work culture in the picturesque location of Penrith. With a comprehensive benefits package that includes 25 days of holiday and opportunities for professional development, employees can thrive both personally and professionally while delivering high-quality financial advice to clients.
Contact Details:
Perspective Financial Group Ltd Recruitment Team
