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Financial Services Administrator
1 month ago
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 enquires 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
