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Financial Services Coordinator
2 months ago
We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Pyramid8. As a key member of our administration team, you will play a vital role in supporting our Financial Planners and providing exceptional service to our clients.
Key Responsibilities:- Support the Financial Advisors with administration tasks, ensuring accurate and timely processing of client information.
- Process and service new business, including life, pensions, investments, and group pension schemes, for individual and corporate clients.
- Review and administer existing client relationships, ensuring records are accurately maintained and serviced.
- Coordinate Annual Review Meetings and prepare reports for Financial Planners.
- Provide technical support to Financial Planners and clients, handling claims administration and other related tasks.
As a Financial Services Administrator at Pyramid8, you will have the opportunity to work in a fast-paced and dynamic environment, supporting a growing business that invests in its staff and provides great benefits. If you are looking for a challenging and rewarding role, we encourage you to apply.
