A Great WONDERFUL Financial Servicers Company, recruiting an Administration Candidate with skills in Financial Services linked to Corporate Services & 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 :) ! :)