Administrative Professional for Financial Services
3 weeks ago
We 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 Responsibilities
Supporting the Financial Planners with daily administration duties, including processing new business, servicing existing policies, and liaising with clients via phone, post, and email. This role requires attention to detail, accuracy, and excellent organizational skills.
Benefits
This role offers a competitive salary of £28,000-£38,000 per annum, depending on experience, and the opportunity to work in a dynamic and supportive environment.
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Financial Services Administrator Specialist
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeJob 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...
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Administrative Professional for Financial Sector
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeAbout 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...
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Financial Administrator
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Administrative Assistant
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Financial Services Coordinator
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeJob 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...
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IFA Administrative Professional
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Business Support Officer for Financial Services
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Financial Services Coordinator
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Castleford, Wakefield, United Kingdom NJR Recruitment Full timeNJR Recruitment is proud to be partnering with a reputable firm of independent financial planners who require an experienced administrator to join their team in Castleford. This is an excellent opportunity for someone looking to develop their skills and experience in a dynamic and supportive environment. The successful candidate will be responsible for...
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Administrative Support Specialist
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeAbout 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...
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Pensions and Investments Administrator
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeJob 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...
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Administrative Support Professional
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Castleford, Wakefield, United Kingdom beBee Professionals Full time £25,000 - £35,000**Job Description Overview:**We are seeking a talented Administrative Support Professional to join our team in Castleford, United Kingdom. The successful candidate will be responsible for providing administrative support to ensure smooth day-to-day operations and effective communication within the company.Main Responsibilities:Provide exceptional...
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Pension Services Coordinator
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeKey ResponsibilitiesSupporting Financial Advisors with administrative tasks such as processing new business for life, pensions, investments, group pension & group protection schemes.Reviewing, processing, and administering client enquiries for personal and commercial clients, including coordinating Annual Review Meetings and preparing reports for Financial...
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Corporate Financial Support Assistant
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