A Great WONDERFUL Financial Servicers Company, recruiting an Administration Candidate with skills in Financial corporate services linked to Corporate Services Clients & your Financial Admin skills supporting the admin for the advisors & Corporate Services Client Bank.
Job Summary & Why the role exists:-
To provide the highest level possible of administrative support to the Corporate Services clients &
Corporate Services Consultants.
Responsibilities:-
- Providing vital professional support to the clients, advisers & other team members, having ability towork independently & as part of a team.• To actively support the consultant & clients on Group Risk & Healthcare schemes, Employee Benefits(including workplace pensions), & other products covered under the consultancy services, to include communication with clients
- Where necessary & required, upload monthly pension contribution spreadsheet to provider• Dealing with client, provider & TPR on AE re-enrolment where appropriate• Undertake some annual review tasks, provide feedback for the post review correspondence to the client& co-ordinate/ undertake as appropriate any resultant actions to be taken.• Where appropriate, liaise the wider corporate team & support when required.• Fully engage with IO - INTELLIGENT OFFICE SYSTEM • Key assistance in the research, set up & on-going record keeping in respect of secondary market Employee Benefits.• Work where required Dealing with corporate client queries raised by employer/employee or insurer/adviser.
- Responsible for ensuring own knowledge kept up to date & to notify colleagues of any relevant developments.• Complying with the FCA rule book & IWP-FP's internal procedures at all times.• General Office related tasks as required by the Client Services Manager In addition to working as part of the team & covering the tasks above,
- Be given more complex clients & cases. You may also be responsible for monitoring other members of the team, identifying training requirements & training new members of the team as & when they join
- Represent the department or leading project work as required
- Take ownership of the implementation & embedding of new processes resulting from project work
- Assist Regional Corporate Services Manager with roll out of any process changes
- Assist Regional Corporate Services Manager with overseeing workload
- Assist Regional Corporate Services Manager with resolving issues – procedural/departmental
- Assist Regional Corporate Services Manager with complaint identification
- Deputising for Regional Corporate Services Manager at meetings & with managerial duties (covering annual leave & Sickness absence)
- Investigate & resolve errors
This profile is indicative of the general nature & activities. It is not designed to be an exhaustive list of all task, duties & responsibilities expected
- Good communication both verbal and written – essential
- Broad knowledge of the financial services sector and relevant FCA regulations – desirable
This role profile is indicative of the general nature & activities performed:-
- Ensure accuracy & attention to detail essential
- Excellent knowledge of IO & Excel – essential
- Ability to work under pressure to meet deadlines – essential
- A team player – essential
- Good communication both verbal & written – essential
- Broad knowledge of financial services sector & relevant FCA regulations – desirable
Great Benefits including 28 days holiday including Christmas :) ! :)