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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.

 

Current Vacancies:

 

Financial Services Administrator

Location:         Chorley (Travel will be required to meet the needs of the business)

Hours:             Full time, Monday – Friday

Salary:             £17,000 – £22,000 dependant on experience and qualifications.

Benefits:          25 days holiday plus Bank Holidays, Pension and Life Assurance

 

Perspective is a nationwide financial planning and wealth advisory business which operates from 15 offices across the UK employing 180 staff, including 55 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers.

The group differentiates itself by having a strong and ethical client-centric culture, a robust compliance approach and a clear focus on developing its pipeline of younger adviser talent through its workplace based in-house Training Academy. Perspective’s average adviser age is currently ten years below the industry average.

Perspective has a turnover of £17 million, with £2.8 billion of assets under management. It offers ‘whole of market’ advice, meaning its advice it not limited to certain providers. It advises over 18,000 clients from those of moderate means to ultra-high net worth individuals. Its corporate clients include SMEs and larger companies.

In January 2020, CBPE Capital LLP announced it had made a major investment in Perspective to support the Group’s management team with their continued focus on providing high quality advice to their existing client base, growing organically and making selective acquisitions.

 

Role Description:

We have a fantastic opportunity to join our expanding team in Chorley as a Financial Services Administrator. The successful candidate will act as the point of contact for client queries with regards to pensions and investments 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 other Group offices as well as external parties..

 

Specific Responsibilities:

 The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable:

  • Screening phone calls, enquiries and requests, and handling them where appropriate
  • Client correspondence, written and verbal
  • Preparation of client review packs
  • Illustration requests
  • Back office support
  • 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

 

Experience & Skills:

You need to be motivated, friendly and professional at all times. Key requirements are:

  • Previous experience working in a Financial Advice firm is advantageous
  • The role requires a reliable individual who has the ability to manage and prioritise workloads
  • Excellent organisational and multi-tasking abilities are essential
  • Outstanding communication skills at all levels
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
  • Analytical and problem solving skills
  • Experience of working as part of a team
  • Flexibility/ adaptability to cope with change
  • Confident with IT and office software packages Word, Excel, PowerPoint

Please send your CV and cover letter to recruitment@pfgl.co.uk

 

Administrator – Perspective (West) Ltd

Location: Oswestry, Shropshire, SY11

Hours:  Full time, Monday to Thursday 8.45am – 5.15pm, Friday 8:45 – 4.00pm

Salary: Dependent on experience and qualifications

Benefits: 25 days holiday, Pension and Life Assurance

Perspective (West) Ltd is a leading firm of financial planners and wealth managers providing a wide range of financial services for both corporate and individual clients. Our clients range from PLCs to sole traders, and from high net worth individuals to those just beginning their career.

We are a company of quality individuals with many years of experience and considerable expertise. Our understanding of the sector combined with the freedom of being privately owned, allows us to provide outstanding advice and an individually tailored service to every client.

This success comes from the technical excellence of our people, and also to our commitment to giving practical, hands-on advice and a constant investment in technology and administrative services.

Perspective (West) Ltd is part of Perspective Financial Group Limited which is one of the UK’s fastest growing groups of Financial Advisers.

Role Description:

We currently have a vacancy available for a Senior Financial Services Administrator to join our friendly team in Oswestry. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.

In addition, you will work closely with our Financial Advisers by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service.

Specific Responsibilities:

The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable:

  • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries
  • Screening phone calls, enquiries and requests, and handling them where appropriate
  • Preparation of client review packs
  • Illustration requests
  • Back office support
  • 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
  • Keep up to date with financial products and legislation
  • Comply with all company and industry guidelines, rules and regulations

Experience & Skills:

You need to be motivated, friendly and professional at all times. Key requirements are:

  • Experience working in a Financial Planning and Wealth Management firm
  • The role requires a reliable individual who has the ability to manage and prioritise workloads
  • Role holders will be motivated, friendly and professional at all times
  • Outstanding communication skills at all levels
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
  • Analytical and problem solving skills
  • Experience of working as part of a team
  • Flexibility/ adaptability to cope with change
  • Confident with IT and office software packages (Word, Excel, PowerPoint etc)

Please send your CV and cover letter to recruitment@pfgl.co.uk

 

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