Corporate Administrator - Preston

RecruitUK; Preston; On-site; GBP 22,500 - 27,500; Full time

Benefits offered by this job

Competitive salary up to £25k

Full support and training

30 days of holidays plus bank holidays

Company Pension Scheme

Flexible benefits (20% of basic salary)

Job summary

A leading financial advice firm in Preston seeks a Corporate Administrator to support corporate financial advisers. The ideal candidate will have experience in a corporate sales support role within financial services and possess strong knowledge of employee benefits, Group pensions, and Group risk products. This role offers a competitive salary up to £25k, comprehensive training, and a range of flexible benefits including a pension scheme and 30 days of holidays.

Qualifications

• 2+ years of experience in a corporate sales support role in financial services.
• Full CFP or FPC certification required.
• Proven knowledge of employee benefit products and Group Risk schemes.

Responsibilities

• Deliver efficient administration support to Corporate Advisers.
• Ensure exceptional service to corporate clients in compliance with FCA guidelines.
• Assist in coordinating employee benefits, Group pensions, and Group risk products.

Skills

Full CFP or FPC

Good IT skills covering Outlook, Word, Excel

Good knowledge of regulatory requirements & TCF

Excellent knowledge of operational process and procedures

2 years experience within a corporate sales support role

Excellent knowledge of Group Risk schemes

Experience of Auto Enrolment

Good knowledge of Employee benefit products

Commitment to excellent client service

Job description

Recruit UK are working on an excellent opportunity for a Corporate Administrator role in Preston to join a well established UK Independent Financial Advice firm. My client is a leading UK wealth management, private and corporate client financial advice firm. They are looking for someone who is experienced in a corporate sales support role in financial services supporting corporate financial advisers dealing with employee benefits, Group pensions and Group risk products.

The key function of the role is to proactively deliver an efficient, technical administration support service to the Corporate Advisers, alongside the provision of an excellent service to their corporate clients in accordance with FCA guidelines, internal policy and procedure and company service standards.

What’s in it for you:

· Competitive salary up to £25k

· Full support and training

· Competitive holidays up to 30 days plus bank holidays

· Company Pension Scheme.

· Flexible benefits, employees can spend up to 20% of basic salary on a range of flexible benefits such as; Private Medical Insurance, Dental Insurance, Childcare Vouchers, Gourmet Society, Critical Illness Cover, Health Screening, Health Cash Plan, Life Assurance.

· Following completion of 3 months service, employees will be automatically enrolled into the company’s contractual pension scheme on a 3% employee and 3% employer contribution basis.

Skills and experience required:

• Full CFP or FPC
• Good IT skills covering Outlook, Word, Excel and back office systems
• Good knowledge of regulatory requirements & TCF
• Excellent knowledge of operational process and procedures and company service standards
• 2 years experience within a corporate sales support role within financial services
• An excellent knowledge of Group Risk schemes
• Experience of Auto Enrolment
• Good knowledge and technical awareness of Employee benefit products (i.e. GPP, GDIS, GIP, GPMI Group Travel & Dental, GCIC)
• A proven commitment to delivering excellent working practices and client service