Cambridge, England, United Kingdom · On-site
We have a fantastic vacancy for a Financial Administrator to join our busy Cambridge office. This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to …
Skills: Financial Administration, Client Relationship Management, Pensions Knowledge, Investment Knowledge, Protection Knowledge
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Provide high-quality administrative support for wealth management, acting as the primary contact for client queries regarding pensions and investments. Responsibilities include processing new business, managing adviser diaries, and maintaining compliant client records.
Candidates must have prior experience working within a Financial Planning firm and be proficient in office software. Strong communication skills and the ability to handle professional correspondence with high accuracy are essential.
One of the UK's leading national financial planning and wealth management groups with 60+ offices and 800+ staff.
Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices. Our local offices all have highly experienced financial planners and our ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. Whether you are looking for advice on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few); Perspective's financial planners will be able to provide trusted advice. If you are a financial planner looking to join a national group, or you are an individual or company looking for expert financial advice please visit www.pfgl.co.uk, email us at [email protected] or call us on 0330 053 9349.
Offices: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley, Lancashire PR7 1NY, GB · Lancaster House, Ackhurst Business Park, Foxhole Road, CHORLEY, Lancashire PR7 1NY, GB
One of the UK's leading national financial planning and wealth management groups with 60+ offices and 800+ staff.
Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices. Our local offices all have highly experienced financial planners and our ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. Whether you are looking for advice on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few); Perspective's financial planners will be able to provide trusted advice. If you are a financial planner looking to join a national group, or you are an individual or company looking for expert financial advice please visit www.pfgl.co.uk, email us at [email protected] or call us on 0330 053 9349.
Offices: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley, Lancashire PR7 1NY, GB · Lancaster House, Ackhurst Business Park, Foxhole Road, CHORLEY, Lancashire PR7 1NY, GB
