At Perspective we appreciate that as well as great advice clients also require great customer service. In order to ensure that clients consistently receive the very highest standard of advice we are committed to recruiting and supporting the very best administrative team members, across various non-advisory roles.
General Administrator Roles
Whilst the roles may vary slightly across the group the basic requirements for an administrators role are detailed below:
- Back office support for the Financial Advisers
- Illustration requests
- File and document preparation
- Client correspondence
- Maintain client records
- Undertake additional duties as necessary to meet the needs of the business
Experience & qualifications
- Previous work experience in the Financial Service and/or a strong administrative background
- Financial Planning qualifications an advantage
- Excellent communications skill including written and telephone
- Good attention to detail
- Able to work as part of a team
If you feel you have the skills and experience that we are looking for please complete the online application form and we will contact you if we have a vacancy that is suitable.