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.
The role is suitable for an organised and proactive person.
You will be dealing with all incoming enquiries, discussing client requirements, inputting customer details into our CRM system, providing the appropriate information to customers, scheduling appointments and liaising with engineers the details of the clients' requirements and project specification.
If you have a real passion for the very best in customer service, pride yourself on excellent communication and relationship building skills and are motivated by keeping an eye on the smallest day to day details, whilst displaying the vision to contribute to broader, longer-term objectives, then we have a great opportunity for you to join a tightly knit team and help their clients realise their dreams.
Posted by Lime People Search & Select Ltd • £28K/yr to £35K/yr
General
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.
Specifically you'll be responsible for
Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members.
Posted by PRATAP PARTNERSHIP LTD • £40K/yr to £50K/yr
Billing Team Leader
PE backed with the owners still heavily involved and has an entrepreneurial backbone that enables the business to move fast and react to clients and legislative changing needs.
PTSG have been keeping people and buildings safe since 2007 with over 2,400 employees over 47 operational bases across the UK.