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.
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry?
We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners.
The salary range for an IFA Administrator is £22,000-26,000.
Joining a growing business, you'll be ensuring that customer accounts are kept up to date, inputting and raising invoices, processing payments, reconciling statements, receipts, remittances and credit card statements, and supporting with credit control.
You enjoy an all-round role rather than being pigeonholed to one or two tasks.
Tired of doing the same thing day in day out
Here, you don't have to worry about finding yourself bored at work as it offers plenty of opportunities to get your teeth in to.
As a Financial Services & Technical Administrator, you will be a key part of their support team, ensuring the smooth running of administrative and technical tasks within their business.
Job Description
Our client is a growing wealth management firm who are looking for a Financial Services & Technical Administrator.
The company provides tailored financial planning and wealth management services to their clients, focusing on delivering high-quality advice and support.
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Assistant into their busy back-office team
Office Location: Central Leeds
Hybrid/Home Working: Yes - 3-days office, 2 days WFH