Perspective Financial Group Limited in Darlington is seeking a Financial Administrator to join our busy office. The role is varied, providing high-quality administrative support and acting as the first point of contact for client queries on pensions, investments and protection.
You will assist with wealth management administration, process New Business, prepare client review packs and manage the Adviser's diary.
Wealth Management Admin & Client Liaison 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
