Perspective Financial Group Limited in Stockton is seeking a Financial Administrator to join our busy office. You will provide high quality administrative support, act as the first point of contact for client queries about pensions, investments and protection, and liaise with product providers to ensure a seamless service.
The role covers day-to-day administration of Wealth Management, processing new business, preparing client review packs, arranging meetings, and maintaining accurate client
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Wealth Management Admin 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
