Perspective Financial Group Limited is seeking a Financial Administrator to join our Stoke on Trent office. The role involves delivering high-quality administrative support, handling client queries about pensions and investments, and coordinating with product providers to ensure a compliant, efficient service.
You will manage client records, process New Business, prepare review packs, and arrange adviser diaries.
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Wealth Management Admin & Client Services Specialist 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
