Financial Services Administrator

Financial Services AdministratorSalary: Up to 30,000 (DOE) + Bonus + 9% Employer Pension ContributionLocation: Castleford, West Yorkshire (100% Office-Based)Hours: Monday - Friday, 9:00am - 5:00pm (35 hours per week)Full-time, Permanent PositionAre you an experienced financial services administrator looking to grow into a paraplanner or adviser role? Our client is seeking a conscientious and detail-oriented administrator to join their busy and supportive team in Castleford. With 135m under management and a strong reputation for excellence, this is a fantastic opportunity to build a rewarding career in financial services.The Key Responsibilities of the Financial Services Administrator: Provide administrative support across pensions and investment services. Work with industry platforms such as Fidelity and Transact. Use back-office systems like Intelligent Office to manage client data and transactions. Ensure complete accuracy in financial transactions, including share purchases, sales, and transfers. Collaborate with a close-knit team to deliver exceptional service to clients.The Key Requirements of the Financial Services Administrator: Minimum of 3 years'' experience in financial services administration, particularly in pensions and investments. Familiarity with financial platforms and CRM/back-office systems. High levels of literacy and numeracy. Meticulous attention to detail and accuracy. Strong work ethic and commitment to team success. Willingness to work 100% from the ..... full job details .....
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