Financial Services Administrator
3 weeks 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
-
Financial Services Administrator
3 months ago
Castleford, United Kingdom CV-Library 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...
-
Castleford, Wakefield, United Kingdom Pyramid8 Full timeRole SummaryWe 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 ResponsibilitiesSupporting the Financial...
-
Senior Administrator Financial Services
4 days ago
Castleford, United Kingdom ViTalent LTD Full timeSenior Financial Services Administrator – To £35,000 + BenefitsWork with one of the UK's best-respected small Independent Financial Adviser firms!We require a conscientious senior administrator for our town centre office in Castleford.With 600 clients and £120m under management, we have a busy office with nearly all new clients coming by referral from...
-
Senior Administrator Financial Services
3 weeks ago
Castleford, United Kingdom ViTalent LTD Full timeSenior Financial Services Administrator – To £35,000 + Benefits Work with one of the UK's best-respected small Independent Financial Adviser firms! We require a conscientious senior administrator for our town centre office in Castleford. With 600 clients and £120m under management, we have a busy office with nearly all new clients coming by...
-
Senior Administrator Financial Services
4 weeks ago
Castleford, United Kingdom CV-Library Full timeSenior Financial Services Administrator – To £35,000 + Benefits Work with one of the UK's best-respected small Independent Financial Adviser firms! We require a conscientious senior administrator for our town centre office in Castleford. With 600 clients and £120m under management, we have a busy office with nearly all new clients...
-
Senior Administrative Coordinator
3 weeks ago
Castleford, Wakefield, United Kingdom pyramid8 Full timeAs a Senior Administrative Coordinator - Financial Services, you will play a key role in supporting our Financial Planners and ensuring the efficient day-to-day operation of our business.Your responsibilities will include processing new business, servicing existing clients, coordinating annual review meetings, providing technical support, and handling...
-
Administrator (Fat)
8 months ago
Castleford, United Kingdom Premier Technical Services Group Full time**Job Purpose** The purpose of the role is to provide administrative support to the Operations Director & Technical Manager, Planners and the wider team, providing an exceptional level of service to both internal and external customers. **Key Accountabilities** - **Customer Service** - To update customer portals with required documentation once work has...
-
Financial Services Coordinator
4 weeks ago
Castleford, Wakefield, United Kingdom Heat Recruitment Full time**Job Summary:**We are seeking an experienced Senior Administrator to join our Wealth Management firm in Wakefield. This is a dynamic office with over 500 clients and managing excess of £100m of funds.**About the Role:**As a Senior Administrator, you will support the Lead Paraplanner directly with their workload, ensuring seamless service delivery to our...
-
Financial Administrator
6 months ago
Castleford, United Kingdom PRATAP PARTNERSHIP Full timeWe are recruiting a Finance Administrator for one of the fastest-growing private companies in the UK, based close to the major motorway networks and accessible from Wakefield, Leeds, Pontefract and surrounding areas. - Competitive salary + hybrid working + opportunity to buy/sell holidays + healthcare + additional employee benefits. - This PE-backed business...
-
Administrator
6 months ago
Castleford, United Kingdom M Group Services Full timeWe are looking to offer an **Administrator** the opportunity to join our expanding **Maintenance and Support Services team** based in **Castleford**. This is a fixed term contract role and will be for six months. **About the role** As a valued member of the team, you will provide administrative support of all workshop activities. This includes processing...
-
Administrator
6 months ago
Castleford, United Kingdom M Group Services Full timeAbout The Role We are looking to offer an Administrator the opportunity to join our expanding Maintenance and Support Services team based in Castleford . This is a fixed term contract role and will be for six months. About the role As a valued member of the team, you will provide administrative support of all workshop activities. This includes...
-
Service Administrator
6 months ago
Castleford, United Kingdom Pelican Engineering Full timeAbout Us: We are a privately owned family business founded over 100 years ago and operating from purpose built facilities just off J31, M62. We offer a full service programme to MAN and DAF Trucks. Our service and parts departments are open 24/7 supporting operators throughout Yorkshire. Our body shop offers a full accident repair service. Job Overview: We...
-
Customer Service Administrator
6 months ago
Castleford, United Kingdom Hybrid recruit LTD Full timeHybrid Recruit are actively recruiting for and experienced **Part-Time** Customer Service Administrator. The main job function of the Customer Service Administrator will be to support the customer experience manager through daily activities, enabling the business to capture customer feedback and to investigate customer complaints. **Responsibilities of the...
-
Customer Service Administrator
6 months ago
Castleford, United Kingdom Hybrid recruit LTD Full timeHybrid Recruit are actively recruiting for an experienced **Part-Time** Customer Service Administrator. The main job function of the Customer Service Administrator will be to support the customer experience manager through daily activities, enabling the business to capture customer feedback and to investigate customer complaints. **Responsibilities of the...
-
Customer Service Administrator
6 months ago
Castleford, United Kingdom Hybrid recruit LTD Full timeHybrid Recruit are actively recruiting for an experienced **Part-Time** Customer Service Administrator. The main job function of the Customer Service Administrator will be to support the customer experience manager through daily activities, enabling the business to capture customer feedback and to investigate customer complaints. **Responsibilities of the...
-
Operations Administrator
8 months ago
Castleford, United Kingdom Premier Technical Services Group Full time**Job Purpose** To support operational delivery within the Division, the scheduled work for engineers is arranged and organised to achieve the highest levels of customer service and engineer productivity. Involves both forward planning and reactive problem resolution on an ongoing basis, working closely with other departments to ensure the full business...
-
Pension and Investments Administrator
1 day ago
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...
-
Finance Administrator
6 months ago
Castleford, United Kingdom Hybrid recruit LTD Full timeHybrid Recruit are actively recruiting for a Finance Administrator for a client based in Castleford. The main job function of the Finance Administrator will be to be to ensure the smooth and efficient running of the transactional services. This will include, but not limited to; financial administration of payable/receivable, expense processing, financial...
-
Csc Support Administrator
7 months ago
Castleford, United Kingdom M Group Services Full timeWe are looking to offer a **CSC Support Administrator** the opportunity to join our expanding **Maintenance and Support Services team** based in **Castleford.** As a **CSC Support Administrator **you will be a part of our commitment to deliver what we promise for our clients, within the leading essential infrastructure services provider operating within the...
-
Administrator
6 months ago
Castleford, United Kingdom Hunter Safety Solutions Ltd Full timeHunter Safety Group are looking for an Administrator to join our Finance Department. The role of the Finance Administrator is to support the key financial processes across the business, assisting the finance team with all administrative duties. Full job role training will be provided. **RESPONSIBILITIES (but not limited to)** - Input invoices onto Sage. -...