Administrator Role for Independent Financial Planners

About the JobWe are currently recruiting for an Administrative Assistant - Financial Planning position at Pyramid8. As an Administrative Assistant, you will play a vital role in supporting our financial planning team, ensuring efficient delivery of services to our clients.Duties and ResponsibilitiesSupport the financial planners in their daily activities,...

About the RolePyramid8 is recruiting a Financial Services Administrator for their client in Castleford. The successful candidate will work within a fast-paced, dynamic environment, supporting the financial planners and being a central point of contact for clients by telephone, post, and email.The role involves day-to-day administration duties, including...

Job TitleFinancial Services Administrator SpecialistAbout the RoleWe are seeking a skilled and experienced Financial Services Administrator Specialist to join our team at Pyramid8. As a key member of our administration department, you will provide high-quality support to our financial planners, ensuring seamless delivery of services to our clients.Key...

IFA Administrator Job DescriptionThis position involves supporting the day-to-day activities of a firm of independent financial planners. The successful candidate will work closely with clients, providers, and other third parties to ensure smooth administrative processes.Responsibilities:Liaise with clients and providers to process new applications and...

Role SummaryWe are seeking an Administrator to join our Financial Services team, supporting the delivery of high-quality advice and service to our clients. The ideal candidate will have a strong background in administration, with experience in pension and investment schemes, and excellent communication skills.Key ResponsibilitiesSupporting the Financial...

Job DescriptionWe are looking for a highly skilled Financial Services Administrator to join our team at Pyramid8 in Castleford. As a key member of our administration department, you will play a vital role in supporting our financial planners and delivering exceptional client service.The successful candidate will have a proven track record of working within...

Job OverviewWe are seeking a highly skilled Financial Services Administrator to join our team at Pyramid8 in Castleford. As a key member of our administration department, you will play a vital role in supporting our financial planners and delivering exceptional client service.The ideal candidate will have a proven track record of working within financial...

As a Senior Administrative Coordinator - Financial Services, you will play a key role in supporting our Financial Planners and ensuring the efficient day-to-day operation of our business.Your responsibilities will include processing new business, servicing existing clients, coordinating annual review meetings, providing technical support, and handling...

Job Opportunity: IFA Administrator RoleNJR Recruitment is seeking an experienced administrator to join the team of a well-established firm of independent financial planners. This role offers a relaxed office environment, excellent bonus package, enhanced non-contributory pension, exam support, progression opportunities, and 21 days holiday plus bank holidays...

About the OpportunityJoin Pyramid8 as a Business Support Officer for Financial Services and become an integral part of our administration team. This exciting role offers the chance to work closely with our financial planners, supporting them in delivering exceptional service to our clients.ResponsibilitiesAssist the financial advisors in their daily...

About the RoleWe are looking for an Administrative Professional to join our team, supporting the delivery of financial services to our clients. The successful candidate will have a strong background in administration, with experience in Microsoft Office and familiarity with platforms like Fidelity and Transact. Excellent communication skills and attention to...

About the RoleWe are recruiting a Corporate Financial Support Assistant to join our team at Pyramid8 in Castleford.The ideal candidate will have experience working in financial services, particularly with pensions, investments, or Life Assurance.This position involves supporting our Financial Planners and providing administrative assistance to clients. Key...

Administrative Support Specialist - Financial PlanningWe are seeking an experienced administrator to support the financial planning team of a well-established firm. This role involves providing administrative assistance to the team, ensuring efficient and effective day-to-day operations.Key Responsibilities:Support the team in processing new applications and...

A Positive Influence in a Young Person's LifeWe are seeking a volunteer to be a positive influence in the life of a 13-year-old young person who has an interest in Fishing. As a volunteer befriender with Hertfordshire Independent Visitor Service, you will have the opportunity to make a real difference in their life.As a volunteer, you will be responsible...

Pratap Partnership Ltd is a rapidly growing, PE-backed company based in the UK with a turnover of £300 million and over 2,500 employees. We are looking for a Financial Accountant to join our team.About the Role:The successful candidate will assist in the preparation of consolidated group accounts under IFRS by helping draft disclosure working papers and...

Job SummaryWe are seeking an experienced Credit Controller to join our client's team in Castleford. The successful candidate will be responsible for managing debt recovery, investigating queries, and ensuring timely collection of monies owed.Key Responsibilities:• Debt recovery and management• Query investigation and resolution• Credit control inbox...

**Senior Administrator Role Overview:**Our Wakefield-based Wealth Management firm is seeking an accomplished Senior Administrator to support the Lead Paraplanner in delivering exceptional client service. With a strong focus on collaboration and teamwork, this role is ideal for a motivated individual with experience in Financial Services.**Key...

Job OverviewHybrid Recruit Ltd is seeking an experienced Financial Collector to join our team. The successful candidate will be responsible for reducing debt owed to the company through effective customer communication and timely collection of monies.This role requires strong interpersonal skills, excellent organizational abilities, and proficiency in...

About the RoleWe are seeking a highly skilled Financial Controller to join our team at Hybrid Recruit Ltd in Castleford. This is an exciting opportunity for an experienced Credit Controller to take their career to the next level.As a Financial Controller, you will be responsible for reducing debt owed to the company through customer contact and working with...

About Our CompanyAS Care Limited is a leading provider of domiciliary care services in the local area. We pride ourselves on delivering high-quality care that enables our clients to live independently in their own homes.The RoleWe are currently seeking a Personal Assistant for Independent Living to join our team. As a Personal Assistant, you will work...