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Finance Administrator

Castleford, Yorkshire
£22,000 to £28,000
Job Type
6 Sep 2022
Pyramid8 are currently recruiting for an 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. To apply for the role, you must have a proven track record of Microsoft Office, be computer literate and have worked within Financial services. 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, 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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  • Job Reference: 705243344-2
  • Date Posted: 6 September 2022
  • Recruiter: pyramid8
  • Location: Castleford, Yorkshire
  • Salary: £22,000 to £28,000
  • Sector: Administration
  • Job Type: Permanent