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.
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced and self-motivated Investment Administrator who is detail-focused to join their investment team.
In this role, you will play a vital part in supporting the financial advisers and ensuring the smooth operations of client's portfolios.
Our client based in Manchester is an independent financial advisory business with an award winning name and reputation.
With a friendly and consultative approach, clients are fully supported to reach their financial goals.
Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security.
As a dedicated member of our SIPP administration team you will undertake day-to-day administration work processing requests with vigilance and caution whilst going the extra mile.
Main purpose of the job
You will support our client and adviser needs with the highest professional standards and ensure all aspects of the role are met by following our brand and company guidelines.
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
Bury - Up to £32,000 per annum
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.