At a Glance
- Tasks: Provide top-notch admin support and handle client queries about pensions and investments.
- Company: Join a dynamic financial planning firm in Crowborough with a supportive team.
- Benefits: Competitive salary, flexible hours, and a friendly work environment.
- Other info: Great opportunity for career growth in a fast-paced office.
- Why this job: Be the go-to person for clients and make a real difference in their financial journeys.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 25000 - 32000 £ per year.
Description
We have a fantastic vacancy for a Financial Administrator to join our busy Crowborough Office.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
Office
Perspective (South East) Limited
Location
Crowborough
Hours
Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary
Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.
Requirements
You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.
You will also be skilled in, or have the ability to learn
- Good working knowledge of IO and Platform.
- Production of concise business correspondence and proofreading for grammar, spelling and punctuation with a high degree of accuracy.
- Confidence with IT and office software packages including Teams, Outlook, Word and
Excel.
- Management and prioritising workloads.
- Excellent planning, organisational and multi-tasking abilities.
- Analytical and problem-solving skills.
- Flexibility/adaptability to cope with change.
- Excellent communication skills at all levels.
- A team player with a positive attitude.
Financial Administrator in Crowborough employer: Perspective Financial Group
At Perspective (South East) Limited, we pride ourselves on being an excellent employer, offering a supportive and dynamic work environment in Crowborough. Our team-oriented culture fosters professional growth, with opportunities for skill development and career advancement, all while providing competitive salaries and a healthy work-life balance. Join us to be part of a dedicated team that values your contributions and prioritises exceptional service for our clients.
Contact Details:
Perspective Financial Group Recruitment Team
