Perspective Financial Group Limited (Stockbridge Office) is seeking a Financial Administrator to deliver high-quality administrative support within Wealth Management. You will handle client queries related to pensions, investments and protection and liaise with product providers to ensure a first‑class service.
The role includes day-to-day administration, client correspondence, and supporting the Adviser with diary management and documentation, while maintaining compliant records and accurate
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Wealth Management Admin & Client Support 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
