About this role
Financial Administrator at Perspective Financial Group. Location: Sheffield, South Yorkshire, United Kingdom. Role: processing business, maintaining records, arranging meetings Requirements: Experience in a financial planning/wealth management firm; working knowledge of IO and Platform; confident with Microsoft Teams, Outlook, Word, Excel; strong written/verbal communication, organisation, 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