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Financial Services Administrator

H9 Technical
Posted 10 hours ago, valid for 7 days
Location

Wakefield, West Yorkshire WF1 2EB, England

Salary

£25,000 - £35,000 per annum

Contract type

Full Time

Life Insurance

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Sonic Summary

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  • The position is for a Senior Financial Services Administrator in Castleford, offering a salary between £25,000 and £35,000 per annum, depending on experience.
  • This full-time role requires candidates to have extensive experience in protection, pensions, life insurance, and investments.
  • Familiarity with industry platforms such as Fidelity and Transact, as well as back-office systems, is essential.
  • Candidates must demonstrate strong attention to detail and the ability to work in a fast-paced environment, as the office primarily receives new clients through referrals.
  • The successful applicant will join a friendly financial team and benefit from the company's excellent offerings.

Senior Financial Services Administrator

Castleford- Permanent

25,000pa - 35,000pa (dependent on experience) + Benefits

I am working closely with a Financial Advisors business based in Castleford who have an opportunity in their Financial Services Team for an experienced Financial Services Administrator.

This opportunity will be full time on site however the business offers fantastic benefits, and you will be part of a friendly financial team on site.

Successful candidates must have previous experience in protection, pensions, life insurance and investments, familiarity with industry platforms like Fidelity and Transact, and back-office systems.

Requirements of the role:

Ability to work fast paced as they have a busy office with nearly all new clients coming by referral from existing satisfied clients.

Strong attention to detail and accuracy are of paramount importance as the business pride themselves on delivering the best advice and service.

Previous extensive experience working as a Senior Financial Services Administrator with Pensions, Life Insurance and Investments experience.

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