Financial Services Administrator

www.topfinancialjobs.co.uk - Jobboard; Teignbridge, Castleford; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking company as a Financial Services Administrator, where your expertise in pensions, investments, and life assurance will be highly valued. This role offers the chance to work in a dynamic office environment, supporting Financial Advisors and ensuring excellent client service. With a focus on accuracy and attention to detail, you'll play a crucial role in processing new business and servicing existing clients. The company is committed to investing in its staff, providing competitive salaries and a supportive atmosphere for growth. If you're ready to take your career to the next level, this opportunity is perfect for you.

Benefits

Competitive Salary

Bonuses

Excellent Benefits

Career Development Opportunities

Qualifications

• Proven track record in pensions, investments, or life assurance.
• Experience in a busy office environment with attention to detail.

Responsibilities

• Support Financial Advisors with administrative tasks.
• Process new business for life, pensions, and investments.
• Prepare reports for annual reviews.

Skills

Microsoft Office

Financial Services Experience

Attention to Detail

Client Service

Tools

Fidelity

Transact

Job description

Pyramid8 is currently recruiting for a Financial Services Administrator for their client in Castleford. They are looking to recruit an administrator with experience in financial services.

Ideal Candidate

Applicants should have a proven track record in pensions, investments, or life assurance within financial services.

About the Company

With over 500 clients, the company operates a busy office environment. Most new clients are acquired through referrals from satisfied existing clients. Attention to detail and accuracy are paramount. The role is 100% office-based.

Requirements

• Proficiency in Microsoft Office
• Computer literate
• Experience within financial services
• Familiarity with platforms like Fidelity and Transact

Role Responsibilities

1. Support Financial Advisors with administrative tasks
2. Process new business for life, pensions, investments, and group schemes
3. Service existing clients, ensuring records are accurate
4. Prepare reports for annual reviews
5. Provide technical support to Financial Planners and clients
6. Handle claims administration

What We Offer

Opportunity to work for a growing business that invests in its staff, offers competitive salaries and bonuses, and provides excellent benefits. If you're interested, we would love to discuss this opportunity further.