Corporate Administrator

The key purpose of this role is to provide administrative support to our corporate advisers and be a point of contact for our corporate clients.   This will involve processing business with both new and existing clients, managing expectations and working to tight deadlines.

• Provide administrative support to our corporate consultants
• Produce all relevant client paperwork on behalf of the Adviser, including quotations and announcement packs
• Process all new business documentation
• Maintain, monitor and oversee the smooth running of our corporate accounts
• Ensure exception reports are reviewed and appropriate corrective actions are taken on a monthly basis
• Identify scheme renewals and ensure provider information is received prior to renewal date
• Ensure that premiums have been paid within one month of renewal and follow up accordingly
• Process new joiners to pension schemes

• Have previous experience of working in an administrative capacity, ideally within financial services
• Be confident using the full Microsoft Suite including Word, PowerPoint and Excel
• Be working toward your Level 4 Diploma in Financial Advice

• Be Reliable
• Think Independently
• Create Confidence