Corporate Services Administrator

Lime Search & Select Ltd; Redcar; On-site; GBP 22,000 - 28,000; Full time

Job summary

A leading financial advisory firm is seeking a Corporate Services Administrator to support its team. This role involves providing administrative assistance across various financial services, compliance tasks, and client management. Ideal for candidates with some experience in finance or strong administrative skills eager to grow in the sector.

Benefits

Strong benefits package

Great salary

Qualifications

• 1-3 years experience in Financial Advisory firm preferred.
• Interest in Financial Advice and administration.

Responsibilities

• Provide administrative support to Corporate Financial Planners.
• Maintain records, ensuring compliance with requirements.
• Communicate with clients, colleagues, and providers effectively.

Skills

Attention to Detail

Communication

Time Management

Job description

My client is an Independent Financial Advisory firm who have been based in the Yorkshire areas for the last 40 years providing independent advice and access to a wide range of financial services and financial planning for a diverse range of private and business clients across Pensions, Investments, Estate Planning, Employee Benefits & PMI.

We are urgently seeking a Corporate Services Administrator to join an existing team focused on providing day to day support to the Corporate Financial Planners of the business with the aim ofdelivering efficient services to the Corporate clients of the business.

Specifically you’ll be responsible for:

To work within the team providing services in corporate clients connection with workplace pension schemes, group risk schemes (i.e. group life assurance, group income protection) and private medical insurance schemes / cash plans.
To provide accurate and timely administrative support to group pension and employee benefit schemes ensuring compliance with internal and statutory requirements.
To operate as a member of the Corporate Services administrative team, including liaison with Advisers and other staff as required, to ensure all administrative activity is completed accurately and on time.
To maintain accurate and up-to-date computer records in order to support business activity effectively.
To ensure documentation is issued in line with all compliance requirements.
Maintain good working relationships with customers, providers, clients and colleagues.
Other ad hoc duties as required to support the activity of the corporate administrative function.
To adhere to the principles of Consumer Duty as determined by the Board.
Notify the Compliance Manager immediately of all complaints received.
To adhere to the Company’s Data Protection policy and other regulatory requirements.
Promote the image and the quality of the standard of service set by the Company.

The ideal candidate will have around 1-3 years experience of working within a Financial Advisory firm in a Corporate capacity dealing with Employee Benefits, PMI, Workplace Pensions etc. Although this is NOT necessary as we will also consider more junior level candidates with Administrative experience in any sector who have a keen interest within Financial Advice and seeking their first role within the sector.

A great salary is offered coupled with a strong benefits package for the successful applicant.

Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.