Pensions and Investments Administrator

22 hours ago


Castleford, Wakefield, United Kingdom Austin Fraser Full time

We are seeking an experienced Pensions and Investments Administrator to join our team at Austin Fraser in Castleford. As a key member of the team, you will be responsible for providing administrative support to the Financial Advisors and ensuring the smooth operation of our financial services.

About the Role:
  • Process new business applications for life, pensions, investments, and group schemes
  • Administer existing client accounts, including reviewing and processing enquiries
  • Prepare reports for Financial Planners and coordinate annual review meetings
  • Provide technical support to Financial Planners and clients
  • Handle claims and ensure accurate record-keeping

As a Pensions and Investments Administrator, you will work closely with the Financial Planners to deliver exceptional customer service and support. With a competitive salary of £28,000 - £32,000 per annum and excellent benefits, this is an exciting opportunity to advance your career in financial services.



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