Corporate Administrator

Recruiter
Anonymous
Location
Leeds
Salary
20000.00 - 25000.00 GBP Annual + DOE
Posted
09 Nov 2016
Closes
02 Dec 2016
Contract Type
Permanent
Hours
Full Time
Corporate Administrator

Due to continued expansion our client is urgently recruiting a qualified, experienced and proactive Corporate Administrator to complement their growing team.

Reporting directly to the Regional Operations Manager, you will be supporting their most successful and well respected IFAs in achieving their objectives. Key responsibilities will include;

• To produce all relevant paperwork for the client / member, on behalf of the Adviser, including, quotations and announcement packs.

• To process all new business documentation in accordance with Regulatory and Operational processes and procedures, including the accurate loading of business onto back office systems.

• To deal with queries from clients, Advisers, colleagues and Product Providers, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.

• To proactively deliver a high level of technical support and excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.

• To maintain, monitor and oversee the smooth running of accounts, including:

- identifying scheme renewals and ensuring Provider information is received prior to renewal date
- underwriting requests are followed through and client regularly updated
- fees chased in line with operational procedures
- All commission payments following scheme renewals are identified and claimed within 1 month of renewal
- processing of new joiners to pension schemes

• To ensure that the information on the database is accurate and up to date and that client paper files are maintained according to company standards.

• To ensure commission queries are investigated and resolved within company service standards

• To ensure exception reports are reviewed and appropriate corrective action taken on a monthly basis

• To assist with Quality Auditing of work within team as required.

The successful candidate will possess a minimum of 2 years' experience within a corporate sales support role specifically within financial services. You will demonstrate exceptional knowledge of Group Risk schemes with solid working experience of Auto Enrolment and technical awareness of Employee benefit products.

In addition, you will possess full CFP or FPC, demonstrate excellent personal organisational and administrative skills with a proven ability to excel in a high pressured environment whilst consistently meeting deadlines.

This is a fantastic opportunity to join a well established and reputable firm with a highly competitive remunerations package and a range of benefits