Pensions & Investments Admin Specialist in Newcastle upon Tyne

Pensions & Investments Admin Specialist in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 25000 - 35000 £ / year (est.) No working from home possible
Perspective Financial Group Ltd

At a Glance

  • Tasks: Provide top-notch admin support for client queries on pensions and investments.
  • Company: Perspective Financial Group Ltd, a leading financial services provider in Newcastle.
  • Benefits: 25 days holiday, extra day off for birthdays, and well-being support schemes.
  • Other info: Monday to Friday, 9am to 5pm schedule with great career development opportunities.
  • Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
  • Qualifications: Experience in high-quality administrative support and excellent communication skills.

The predicted salary is between 25000 - 35000 £ per year.

Perspective Financial Group Ltd is looking for a Financial Administrator to join their Newcastle office. This integral role requires experience in high-quality administrative support, acting as a point of contact for client queries regarding pensions, investments, and protection. The role encompasses general office administration to ensure a first-class service.

The position requires a Monday to Friday schedule, 9am to 5pm. Additional employee benefits include:

  • 25 days holiday
  • An extra paid day off for birthdays
  • Various schemes to support employee well-being

Pensions & Investments Admin Specialist in Newcastle upon Tyne employer: Perspective Financial Group Ltd

Perspective Financial Group Ltd is an excellent employer, offering a supportive work culture in their Newcastle office where employees are valued and encouraged to grow. With generous benefits such as 25 days of holiday, an extra day off for birthdays, and a strong focus on employee well-being, this role as a Pensions & Investments Admin Specialist provides a meaningful opportunity to contribute to client satisfaction while enjoying a balanced work-life environment.

Perspective Financial Group Ltd

Contact Details:

Perspective Financial Group Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Pensions & Investments Admin Specialist in Newcastle upon Tyne

Tip Number 1

Network like a pro! Reach out to your connections in the finance sector, especially those who might know about opportunities at Perspective Financial Group. A friendly chat can sometimes lead to a foot in the door.

Tip Number 2

Prepare for the interview by brushing up on your knowledge of pensions and investments. We want you to feel confident discussing these topics, as they’re key to the role. Plus, it shows you’re genuinely interested!

Tip Number 3

Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the position.

Tip Number 4

Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.

We think you need these skills to ace Pensions & Investments Admin Specialist in Newcastle upon Tyne

High-Quality Administrative Support
Client Query Management
Pensions Knowledge
Investment Knowledge
Protection Knowledge
General Office Administration
Customer Service Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in administrative support, especially in pensions and investments. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!

Showcase Your Communication Skills:As a point of contact for client queries, strong communication is key. In your application, highlight any experiences where you’ve successfully managed client relationships or resolved issues effectively.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at Perspective Financial Group Ltd

Know Your Stuff

Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with common client queries and the services offered by Perspective Financial Group Ltd. This will show that you're not just interested in the role, but that you understand the industry.

Showcase Your Admin Skills

Since this role involves high-quality administrative support, be ready to discuss your previous experience in similar positions. Prepare examples of how you've successfully managed client queries or streamlined office processes to demonstrate your organisational skills.

Be Personable

As a point of contact for clients, it's crucial to come across as friendly and approachable. Practice your communication skills and think about how you can convey warmth and professionalism during the interview. A positive attitude can go a long way!

Ask Insightful Questions

Prepare some thoughtful questions about the company culture, team dynamics, or specific challenges the role might face. This shows that you're genuinely interested in the position and helps you assess if it's the right fit for you.