Perspective Financial Group Ltd

A financial services company located in Halesowen is seeking a motivated Financial Administrator. The role includes varied responsibilities such as managing client correspondence, processing new business, and ensuring compliance in financial administration. Candidates should possess strong skills in IT applications and planning, along with excellent communication abilities to represent the company effectively. The position offers a comprehensive benefits package including 25 days of holiday, life assurance, and an electric car scheme.

A financial services company is seeking an experienced Financial Planner to join their team in Warrington. The successful candidate will provide top-notch advice adhering to FCA regulations while ensuring exceptional client service. Responsibilities include delivering holistic financial plans, maintaining compliance with industry standards, and cultivating client relationships. This role offers competitive salary and attractive benefits including holiday schemes and life assurance.

A financial services firm in Braintree is seeking a Financial Administrator to provide high-quality administrative support. This varied role involves client queries regarding investments and pensions, and requires excellent communication and organization skills. The ideal candidate will have experience in a Financial Planning firm and be professional in representing the company. Benefits include 25 days holiday, life assurance, and an electric car scheme.

Perspective (South East) Ltd / Perspective (SFP) Job Description We have a fantastic vacancy for a Financial Administrator to join our busy Halesowen 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 (SFP) Location: Halesowen 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. Job 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. Job Responsibilities This role forms a key part of the team and, as such, you will be involved in the day to day administration of Wealth Management, ensuring compliant and effective processes are followed and information is accurately processed and maintained. Your Duties will be varied and in line with the responsibilities involved in Financial Administration including, but not limited, to: Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. Back-office support. Due to the nature of the business, the role may also include additional responsibilities considered reasonable. Job Benefits 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts. Birthday Day Off Electric Car Scheme Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority. Registered in England and Wales. Company No. Perspective Financial Group Ltd Lancaster House Ackhurst Business Park Foxhole Road Chorley Lancashire PR7 1NY