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Accounting & Finance

Wealth Management Admin Specialist

Job in Penrith, Cumbria County, CA11, England, UK
Listing for: Perspective Financial Group Ltd
Full Time position
Listed on 2026-05-03
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
    Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Perspective Financial Group Ltd is looking for a Financial Administrator in Penrith. This integral role requires experience in providing high quality administrative support within a Financial Planning firm. Responsibilities include client correspondence, processing new business, preparing client review packs, and ensuring compliance with procedures. The position offers a robust benefits package including 25 days holiday, enhanced parental leave, and discounts.

Ideal candidates are motivated, organized, and effective communicators.
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