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 Oulton, Leeds.
- Benefits: Competitive salary, supportive team environment, and professional growth opportunities.
- Other info: Flexible working hours with a focus on teamwork and adaptability.
- Why this job: Be the go-to person for clients and make a real difference in their financial journeys.
- Qualifications: Experience in financial planning, strong communication skills, and a positive attitude.
The predicted salary is between 25000 - 35000 £ per year.
Description
We have a fantastic vacancy for a Financial Administrator to join our busy Oulton 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 (BLM)
Location
Oulton, Leeds
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 Leeds employer: Perspective Financial Group
As a Mortgage Advisor with our Perspective (North West) team, you will enjoy the flexibility of remote work while being part of a supportive and collaborative culture that prioritises professional growth. We offer competitive salaries and a commitment to providing first-class service to clients, ensuring that you have the resources and training needed to excel in your role. Join us for a rewarding career where your expertise is valued and your contributions make a real difference.
Contact Details:
Perspective Financial Group Recruitment Team
