Corporate Administrator
- Recruiter
- Anonymous
- Location
- Halifax
- Salary
- GBP18-25k +bens
- Posted
- 18 Jul 2018
- Closes
- 27 Jul 2018
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Our client is one of the oldest and most experienced Financial Advisers in the UK, growing Financial Wealth for individuals and businesses.
We urgently seek a Corporate Administrator responsible for delivering a proactive, efficient support service to Advisers and to the client base and to ensure data is accurately recorded and maintained on back office systems, including exception reports and commission queries.
Specifically you will be responsible for producing all relevant paperwork for the client and Advisers including quotations and announcement packs, processing all new business documentation in line with Regualtory and operational procedures, dealing with queries from Advisers, Clients, Colleagues and Product Providers following issues through to resolution, maintain, monitor and oversee the smooth running of accounts, ensure that all information on company databases is accurate and up to date, ensure that all commission queries are investigated and resolved, ensure that exception reports are reviewed and appropriate action taken on a monthly basis, participate in developing ways to improve administration processes, train coach and support less experienced administrators.
You will ideally have 2+ years experience working in a Corporate Sales Support role within the Financial Services sector with excellent knowledge of Group Risk schemes and Auto-enrollment coupled with strong knowledge of Employee Benefit products GPP, GSHR, CIMP/COMP, GDIS, GIP, GPMI Group Travel & Dental, GCIC and knowledge of SSAS and SIPP. Ideally you will have a full Financial Planning Certificate, however willing to consider those part-qualified
We urgently seek a Corporate Administrator responsible for delivering a proactive, efficient support service to Advisers and to the client base and to ensure data is accurately recorded and maintained on back office systems, including exception reports and commission queries.
Specifically you will be responsible for producing all relevant paperwork for the client and Advisers including quotations and announcement packs, processing all new business documentation in line with Regualtory and operational procedures, dealing with queries from Advisers, Clients, Colleagues and Product Providers following issues through to resolution, maintain, monitor and oversee the smooth running of accounts, ensure that all information on company databases is accurate and up to date, ensure that all commission queries are investigated and resolved, ensure that exception reports are reviewed and appropriate action taken on a monthly basis, participate in developing ways to improve administration processes, train coach and support less experienced administrators.
You will ideally have 2+ years experience working in a Corporate Sales Support role within the Financial Services sector with excellent knowledge of Group Risk schemes and Auto-enrollment coupled with strong knowledge of Employee Benefit products GPP, GSHR, CIMP/COMP, GDIS, GIP, GPMI Group Travel & Dental, GCIC and knowledge of SSAS and SIPP. Ideally you will have a full Financial Planning Certificate, however willing to consider those part-qualified