Financial Services Administrator
5 days ago
Pyramid8 are currently recruiting for a Financial Services Administrator for their client in Castleford who are looking to recruit an Administrator that has worked within financial services.
Ideally, I am looking to speak to administrators who have worked within Financial Services and have a proven track record of pensions, investments, or Life Assurance.
With over 500 clients they are a busy office with nearly all new clients coming by referral from existing satisfied clients. Attention to detail and accuracy are of paramount importance. We pride ourselves on delivering the best advice and service obtainable anywhere, regardless of the firm size. The position is 100% office based.
To apply for the role, you must have a proven track record of Microsoft Office, be computer literate and have worked within financial services and have familiarity with platforms like Fidelity and Transact.
Our client works in a very fast paced, dynamic environment and the prime function of the administration role is to support the Financial Planners and be a central point of contact, liaising with clients by telephone, post and email. Day to day administration duties will include the processing and servicing of Life Assurance, Pensions and Investments for individual clients and Employee Benefits Group Schemes for corporate clients.
The role:
* Supporting the Financial Advisors with administration
* New Business Processing life, pensions, investments, group pension & group protection schemes
* Service Existing Clients review, process and administer all enquires relating to personal and commercial clients, and ensure records are accurately maintained and serviced
* Co-ordinate Annual Review Meetings preparation of reports for Financial Planners
* Provide Technical Support for the Financial Planners and clients
* Handle Claims administration of claims
If you are looking to work for a growing business, who invest in their staff, pay great salaries plus bonuses, and provides great benefits then this may be the role for you and would love to have a chat with you further
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Financial Services Administrator
1 month ago
Castleford, United Kingdom Pyramid8 Full timePyramid8 are currently recruiting for a Financial Services Administrator for their client in Castleford who are looking to recruit an Administrator that has worked within financial services. Ideally, I am looking to speak to administrators who have worked within Financial Services and have a proven track record of pensions, investments, or Life...
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Financial Services Administrator
1 month ago
Castleford, United Kingdom Pyramid8 Full timePyramid8 are currently recruiting for a Financial Services Administrator for their client in Castleford who are looking to recruit an Administrator that has worked within financial services.Ideally, I am looking to speak to administrators who have worked within Financial Services and have a proven track record of pensions, investments, or Life Assurance.With...
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Financial Services Administrator
1 week ago
Castleford, United Kingdom pyramid8 Full timePyramid8 are currently recruiting for a Financial Services Administrator for their client in Castleford who are looking to recruit an Administrator that has worked within financial services. Ideally, I am looking to speak to administrators who have worked within Financial Services and have a proven track record of pensions, investments, or Life Assurance....
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Financial Services Administrator
1 month ago
Castleford, United Kingdom pyramid8 Full timePyramid8 are currently recruiting for a Financial Services Administrator for their client in Castleford who are looking to recruit an Administrator that has worked within financial services. Ideally, I am looking to speak to administrators who have worked within Financial Services and have a proven track record of pensions, investments, or Life Assurance....
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Financial Services Coordinator
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeFinancial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Pyramid8. As a key member of our administration team, you will play a vital role in supporting our Financial Planners and providing exceptional service to our clients.Key Responsibilities:Support the Financial Advisors...
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Financial Services Coordinator
2 weeks ago
Castleford, Wakefield, United Kingdom Pyramid8 Full timeFinancial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Pyramid8. As a key member of our administration team, you will play a vital role in supporting our Financial Planners and providing exceptional service to our clients.Key Responsibilities:Support the Financial Advisors...
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Castleford, United Kingdom Pyramid8 Full time{"h1": "Financial Services Administrator Role at Pyramid8", "p": "We are seeking a highly skilled Financial Services Administrator to join our team at Pyramid8. As a key member of our administration team, you will play a vital role in supporting our Financial Planners and providing exceptional service to our clients.Key Responsibilities:* Assist Financial...
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Financial Services Coordinator
2 weeks ago
Castleford, United Kingdom Pyramid8 Full time{"h1": "Financial Services Administrator Role at Pyramid8", "p": "We are seeking a highly skilled Financial Services Administrator to join our team at Pyramid8. As a key member of our administration team, you will play a vital role in supporting our Financial Planners and providing exceptional service to our clients.Key Responsibilities:* Assist Financial...
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3 days ago
Castleford, Wakefield, United Kingdom Pyramid8 Full timeJob Title: Financial Services AdministratorPyramid8 is seeking a highly organized and detail-oriented Financial Services Administrator to join their team in Castleford. The ideal candidate will have a proven track record of working within financial services, with a strong understanding of pensions, investments, and life assurance.The successful candidate...
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeJob Title: Financial Services AdministratorPyramid8 is seeking a highly organized and detail-oriented Financial Services Administrator to join their team in Castleford. The ideal candidate will have a proven track record of working within financial services, with a strong understanding of pensions, investments, and life assurance.The successful candidate...
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeFinancial Services AdministratorPyramid8 is seeking a highly organized and detail-oriented Financial Services Administrator to join their team in Castleford. As a key member of the administration team, you will provide exceptional support to the Financial Planners and clients, ensuring seamless day-to-day operations.Key Responsibilities:Process and service...
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Castleford, Wakefield, United Kingdom Pyramid8 Full timeFinancial Services AdministratorPyramid8 is seeking a highly organized and detail-oriented Financial Services Administrator to join their team in Castleford. As a key member of the administration team, you will provide exceptional support to the Financial Planners and clients, ensuring seamless day-to-day operations.Key Responsibilities:Process and service...
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Financial Services Coordinator
2 weeks ago
Castleford, Wakefield, United Kingdom Pyramid8 Full timeFinancial Services Administrator OpportunityWe are seeking a highly skilled and experienced Financial Services Administrator to join our team at Pyramid8. As a key member of our administration team, you will play a vital role in supporting our Financial Planners and providing exceptional service to our clients.Key Responsibilities:Support the Financial...
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