About this role
Financial Administrator (Braintree) at Perspective Financial Group. Location: Braintree, England, United Kingdom. Role: handling correspondence, processing applications, arranging meetings Requirements: Experience in a financial planning firm; working knowledge of IO and Platform; proficiency with Microsoft Teams, Outlook, Word, Excel; strong written correspondence, organisational, analytical, and communication skills; subject to satisfactory criminal record check. 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