Pension and Investments Administrator

1 day ago


Castleford, Wakefield, United Kingdom Pyramid8 Full time
About the Role
We 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 detail are essential for success in this role.

Key Responsibilities
Supporting the Financial Planners with day-to-day administration duties, including processing new business, servicing existing policies, and providing excellent customer service via phone, post, and email. This role requires a proactive approach, excellent organizational skills, and a keen eye for detail.

Benefits
This role offers a competitive salary of £30,000-£40,000 per annum, depending on experience, and the opportunity to work in a fast-paced and collaborative environment.

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