Administrative Assistant

2 days ago


Castleford, Wakefield, United Kingdom Pyramid8 Full time
About the Job

We 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 Responsibilities
  1. Support the financial planners in their daily activities, including data entry, document preparation, and other administrative tasks;
  2. Process new business life, pensions, investments, group pension & group protection schemes, adhering to industry standards and regulations;
  3. Maintain accurate and up-to-date records, ensuring seamless service delivery and minimizing errors;
  4. Coordinate annual review meetings, prepare reports for financial planners, and facilitate effective client communication;
  5. Provide exceptional technical support to both financial planners and clients, resolving queries efficiently and professionally;
  6. Manage claims administration, ensuring accuracy and prompt resolution.
Salary and Benefits

We offer a competitive salary range of £30,000 - £40,000 per annum, depending on experience, plus bonuses and great benefits. If you are a motivated and organized individual looking for a challenging and rewarding role, we encourage you to apply.



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