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Wakefield
Public funding advisor
Financial Services Administrator

Financial Services Administrator

H9 Human Resources

Posted 9 hours ago, valid for 9 days

Wakefield, West Yorkshire WF2 8TY

Full Time

Life Insurance

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Sonic Summary

The position is for a Senior Financial Services Administrator based in Castleford, offering a salary between £25,000 and £35,000 per annum, depending on experience.
The role requires previous extensive experience in protection, pensions, life insurance, and investments.
Candidates should be familiar with industry platforms such as Fidelity and Transact, as well as back-office systems.
The position is full-time on-site and offers fantastic benefits within a friendly financial team environment.
Strong attention to detail and the ability to work in a fast-paced office are essential, as most clients come through referrals from satisfied customers.

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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