Financial planning Work, Jobs in Cambridge, Eng (with Salaries)

Financial Administrator
Perspective Financial Group —Cambridge
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Internal Auditor
BeiGene —Cambridge
- £87,200 - £117,200 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Engineering
- Employee stock purchase plan
- Annual leave
9d
Finance Business Partner – Operations and R&D
CMR Surgical —Cambridge
- ERP systems
- Continuous improvement
- Communication skills
Head of Finance
The Edmund Trust —Cambridge
- £63,207 - £74,156 a year
- Part-time
- Hybrid work
- Management
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
12d
Associate Wealth Planner
RGH‑Global Limited —Cambridge
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
14d
Lead Business Analyst
Graphcore —Cambridge
Head of Business Operations
World EMB Enterprise Management Ltd —Cambridge
- £5,000 - £7,200 a month
- Full-time
- Microsoft Office
- Project management
- In-person
Quick apply
Project Analyst
Anglian Water Services Ltd —Huntingdon
- £32,831 a year
- Full-time
- Analysis skills
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
4d
People & Culture Manager (Part Time HR Manager)
Gonville Hotel Cambridge —Cambridge
- £24,000 - £30,000 a year
- Part-time
- Hospitality
- Management
- Hotel
- Annual leave
- Employee discount
Quick apply
Financial Planning & Analysis Manager
Altro/Autoglym —Baldock
- Full-time
- Hybrid work
- Management
- Free parking
- Sick pay
Quick apply
2d
Housing & Communities Connector
CHS Group —Cambridge
- £36,236.11 a year
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
- Free parking
- Annual leave
Transport Strategy & Performance Manager
Deanta UK Ltd —Ely
- £60,000 - £65,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Computer networking
- Free parking
- Annual leave
Quick apply
6d
Manager, Global ServiceNow Alliance Performance and Operations Lead (24-months Secondment or Fixed Term Contract)
Deloitte —Cambridge
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Sales
Anthropologie Store Manager - Cambridge, UK
Anthropologie —Cambridge
- Full-time
- Sales
- Merchandising
- Organisational skills
- Annual leave
- Employee assistance programme
12d
Business Analyst (French Speaking)
IQGeo —Cambridge
- Up to £50,000 a year
- Full-time
- Hybrid work
- English
- Organisational skills
- APIs
- Annual leave
Quick apply
Project Manager
Graphcore —Cambridge
- Project management
- Communication skills
Divisional Director of Operations - Clinical Administration
Royal Papworth Hospital NHS Foundation Trust —Cambridge
- £79,504 - £91,609 a year
- Weekend availability
- Continuous improvement
- Travel
- Patient care
5d
Finance Officer
Huntingdonshire District Council —Huntingdon
- £27,438 - £28,513 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Accounting
- Flexitime
13d
Financial Planner (Virtual)
The Progeny Group Limited —Cambridge
- £150,000 - £400,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Referral programme
Quick apply
Head of Programmes
Marshall Land Systems Ltd —Cambridge
- Full-time
- Hybrid work
- Engineering
- Project management
- Business
12d

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Financial Administrator

Perspective Financial Group
Cambridge

Apply Now

Job details

Permanent

Benefits

Cycle to work scheme
Company pension
Referral programme
Car scheme

Qualifications

Financial planning
Microsoft Outlook
Administrative experience
Communication skills

Full job description

Perspective (Central & East) Ltd

Job Description

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 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 (Central & East) Limited
Location: Cambridge
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.

Office Location

Cambridge OfficeSuite 1 Pioneer House Chivers Way Histon CambridgeCB24 9NL

Requirements

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.

Responsibilities

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.

Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Enhanced Parental Leave, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.

BirthdayLeave

Everyone should have the chance to enjoy their birthday, which is why Perspective offers an extra paid day off to mark the occasion.

ElectricVehicleScheme

Our Electric Vehicle Scheme gives eligible employees the opportunity to lease a brand-new electric car through a salary sacrifice arrangement.

Cycle toWorkScheme

Our Cycle to Work Scheme makes it easier for employees to access a new bike and safety equipment through a salary sacrifice arrangement.

EyecareSupport

Our Eyecare Support is designed to help employees stay comfortable and supported when working with display screen equipment.

HolidayPurchaseScheme

Our Holiday Purchase Scheme gives eligible employees the option to buy up to five additional days of holiday each year.

LongServiceAwards

Our Long Service Awards are designed to recognise the commitment, loyalty and experience that employees build over the course of their time with Perspective.

ExtraDiscount Cards

Extras Discount Cards give employees an easy way to make everyday spending go further.

FamilyFriendlyPolicy

Our Family Leave policies are designed to support employees as they grow their families, whether through birth or adoption.

Perspectiveplus
Shaped around you

We believe that supporting our people goes beyond the workplace, which is why we offer a comprehensive range of employee benefits, shaped around you.

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Apply Now

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