Pyramid8 is currently recruiting for a Financial Services Administrator for their client in Castleford. They are looking to recruit an administrator with experience in financial services.
Ideal Candidate
Applicants should have a proven track record in pensions, investments, or life assurance within financial services.
About the Company
With over 500 clients, the company operates a busy office environment. Most new clients are acquired through referrals from satisfied existing clients. Attention to detail and accuracy are paramount. The role is 100% office-based.
Requirements
* Proficiency in Microsoft Office
* Computer literate
* Experience within financial services
* Familiarity with platforms like Fidelity and Transact
Role Responsibilities
1. Support Financial Advisors with administrative tasks
2. Process new business for life, pensions, investments, and group schemes
3. Service existing clients, ensuring records are accurate
4. Prepare reports for annual reviews
5. Provide technical support to Financial Planners and clients
6. Handle claims administration
What We Offer
Opportunity to work for a growing business that invests in its staff, offers competitive salaries and bonuses, and provides excellent benefits. If you're interested, we would love to discuss this opportunity further.
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