Administrative Professional for Financial Services

3 weeks ago


Castleford, Wakefield, United Kingdom Pyramid8 Full time
Role Summary
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.

  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    Job 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...


  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    About 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...


  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    About the RolePyramid8 is seeking a highly skilled Financial Services Administrator to join its team in Castleford. This role requires a proven track record of working within financial services, particularly with pensions, investments, and Life Assurance.The ideal candidate will have strong administrative skills, attention to detail, and excellent...


  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    About the JobWe 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 ResponsibilitiesSupport the financial planners in their daily activities,...


  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    Job 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...


  • Castleford, Wakefield, United Kingdom NJR Recruitment Full time

    Administrative Support Specialist - Financial PlanningWe are seeking an experienced administrator to support the financial planning team of a well-established firm. This role involves providing administrative assistance to the team, ensuring efficient and effective day-to-day operations.Key Responsibilities:Support the team in processing new applications and...


  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    About the OpportunityJoin Pyramid8 as a Business Support Officer for Financial Services and become an integral part of our administration team. This exciting role offers the chance to work closely with our financial planners, supporting them in delivering exceptional service to our clients.ResponsibilitiesAssist the financial advisors in their daily...


  • Castleford, Wakefield, United Kingdom Austin Fraser Full time

    Austin Fraser is currently recruiting for a Financial Services Support Specialist to join their team in Castleford. The ideal candidate will have a proven track record of working within financial services, with experience in pensions, investments, or Life Assurance.Job Summary:Support the Financial Advisors with administration dutiesNew Business Processing:...


  • Castleford, Wakefield, United Kingdom NJR Recruitment Full time

    Job Opportunity: IFA Administrator RoleNJR Recruitment is seeking an experienced administrator to join the team of a well-established firm of independent financial planners. This role offers a relaxed office environment, excellent bonus package, enhanced non-contributory pension, exam support, progression opportunities, and 21 days holiday plus bank holidays...


  • Castleford, Wakefield, United Kingdom NJR Recruitment Full time

    NJR 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...


  • Castleford, Wakefield, United Kingdom NJR Recruitment Full time

    IFA Administrator Job DescriptionThis position involves supporting the day-to-day activities of a firm of independent financial planners. The successful candidate will work closely with clients, providers, and other third parties to ensure smooth administrative processes.Responsibilities:Liaise with clients and providers to process new applications and...


  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    About 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...


  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    Job 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...


  • 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,...


  • Castleford, Wakefield, United Kingdom Pratap Partnership Ltd Full time

    About Pratap Partnership LtdPratap Partnership Ltd is a dynamic organization seeking an experienced Financial Accountant to join its team. This role presents an exceptional opportunity for motivated individuals looking to advance their careers in financial accounting.Company OverviewOur client is a rapidly expanding, PE-backed company based in the UK,...


  • 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...


  • Castleford, Wakefield, United Kingdom Pratap Partnership Ltd Full time

    We are seeking a Senior Financial Accounting Professional to join our team at Pratap Partnership Ltd in Castleford. This is an excellent opportunity for a motivated individual looking to further their career in financial accounting.The successful candidate will assist in the preparation of consolidated group accounts under IFRS, helping draft disclosure...


  • Castleford, Wakefield, United Kingdom Pratap Partnership Ltd Full time

    Job Description:We are seeking a skilled Financial Accountant to join our team at Pratap Partnership Ltd. As a Financial Accountant, you will play a crucial role in providing support with statutory consolidation of subsidiaries results, assisting in the preparation of consolidated group accounts under IFRS, and supporting statutory audits by coordinating...


  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    Key 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...


  • Castleford, Wakefield, United Kingdom Pyramid8 Full time

    About the RoleWe 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...