Corporate Financial Support Assistant

4 days ago


Castleford, Wakefield, United Kingdom Pyramid8 Full time

About the Role

We 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 responsibilities include:

  • Processing and servicing Life Assurance, Pensions, and Investments for individual clients and Employee Benefits Group Schemes for corporate clients
  • Liaising with clients via phone, email, and post

To succeed in this role, candidates should have:

  • A strong background in Microsoft Office and computer literacy
  • Familiarity with platforms like Fidelity and Transact
  • Excellent communication skills for client interactions

This is a 100% office-based position in a dynamic, fast-paced environment. We welcome applications from individuals with a keen eye for detail and a commitment to delivering exceptional results.

Estimated Salary: £28,000 - £33,000 per annum



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