Financial Administrator (Dinnington, Sheffield)

Role summary

Financial Administrator (Dinnington, Sheffield) is a full-time role at Perspective Financial Group in Dinnington, England, United Kingdom (on-site). Posted 2026-10-21. Experience level: 2-5.

Job title

Financial Administrator (Dinnington, Sheffield)

Company

Perspective Financial Group

Location

Dinnington, England, United Kingdom

Work arrangement

on-site

Employment type

full-time

Category

Administrative

Experience level

2-5

Date posted

2026-10-21

Job description

We have a fantastic vacancy for a Financial Administrator to join our busy 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 (North East) Limited

Location: Dinnington, Sheffield

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.

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.

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

• 25 days holiday (exc. Bank holidays)

• Holiday Purchase scheme

• In-House Training Academy

• Annual Salary Review

• Day-off on Birthday

• Life Assurance & Pension

• Enhanced Parental Leave