Financial Administrator Job at Perspective Financial Group Ltd (Newcastle Under Lyme)

Financial Administrator

Perspective Financial Group Ltd

Location:
United Kingdom , Newcastle Under Lyme

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

We have a fantastic vacancy for a Financial Administrator to join our busy Newcastle Under Lyme 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.

Job Responsibility:

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

Requirements:

Experienced working in a Financial Planning firm
Motivated, friendly and professional at all times
Able to hold conversations with third parties, representing the company in a professional manner
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

What we offer:

25 days holiday (rising with length of service) plus Bank Holidays
Birthday Leave
Holiday Purchase Scheme
Life Assurance
Pension
Corporate Eyecare
Extras Discount shopping discounts
Cyclescheme
Employee Referral Scheme
Learning & Development Programme (Perspective Academy)
Birthday Day Off
Electric Car Scheme

Additional Information:

Job Posted:
January 01, 2026

Employment Type:

Fulltime

Work Type:

On-site work

Perspective Financial Group Ltd - All Job Offers

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Financial Administrator

Perspective Financial Group Ltd

Location:
United Kingdom , Newcastle Under Lyme

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 01, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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