Financial Services Administrator

(function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f; Castleford; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a Financial Services Administrator to join their dynamic team in Castleford. This role is pivotal in supporting Financial Planners and ensuring exceptional service to clients. The ideal candidate will have a strong background in financial services, particularly in pensions, investments, or life assurance. You will thrive in a busy office environment, where attention to detail and accuracy are key. This position offers a fantastic opportunity to grow within a company that values its staff and provides competitive salaries along with bonuses and benefits. If you are passionate about delivering high-quality service, we would love to hear from you.

Benefits

Bonuses

Great benefits

Staff investment

Qualifications

• Proven track record in financial services administration.
• Experience with pensions, investments, or life assurance.

Responsibilities

• Support Financial Advisors with administration tasks.
• Process life, pensions, and investments for clients.
• Coordinate annual review meetings and prepare reports.

Skills

Microsoft Office

Attention to detail

Client communication

Financial services experience

Tools

Fidelity

Transact

Job description

Pyramid8 are currently recruiting for a Financial Services Administrator for their client in Castleford who are looking to recruit an Administrator that has worked within financial services.

Ideally, I am looking to speak to administrators who have worked within Financial Services and have a proven track record of pensions, investments, or Life Assurance.

With over 500 clients, they are a busy office with nearly all new clients coming by referral from existing satisfied clients. Attention to detail and accuracy are of paramount importance. We pride ourselves on delivering the best advice and service obtainable anywhere, regardless of the firm size. The position is 100% office based.

To apply for the role, you must have a proven track record of Microsoft Office, be computer literate and have worked within financial services and have familiarity with platforms like Fidelity and Transact.

Our client works in a very fast-paced, dynamic environment and the prime function of the administration role is to support the Financial Planners and be a central point of contact, liaising with clients by telephone, post, and email. Day-to-day administration duties will include the processing and servicing of Life Assurance, Pensions, and Investments for individual clients and Employee Benefits Group Schemes for corporate clients.

The role:

• Supporting the Financial Advisors with administration
• New Business Processing life, pensions, investments, group pension & group protection schemes
• Service Existing Clients: review, process, and administer all inquiries relating to personal and commercial clients, and ensure records are accurately maintained and serviced
• Co-ordinate Annual Review Meetings: preparation of reports for Financial Planners
• Provide Technical Support for the Financial Planners and clients
• Handle Claims: administration of claims

If you are looking to work for a growing business that invests in their staff, pays great salaries plus bonuses, and provides great benefits, then this may be the role for you, and we would love to have a chat with you further.