About this role
Financial Administrator at Perspective Financial Group. Location: Crowborough, East Sussex, United Kingdom. Role: processing business, maintaining records, managing meetings Requirements: Experience in financial planning or wealth management, proficiency with IO and Platform, strong written/verbal communication, accurate business correspondence, confident with Teams/Outlook/Word/Excel, organisational and analytical skills. Category: Finance and Accounting Seniority: Mid Level Tools: IO, Platform, Microsoft Teams, Microsoft Outlook, Microsoft Word, Microsoft Excel Commitment: Full Time Workplace: Onsite Languages: English