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Corporate Administrator
- Preston, Lancashire
- £20,000 - £21,000 per annum
- 13 applications
- Job type: Permanent, full-time
- Date:
- Reference: 21162043
Corporate Administrator
Preston
Base £21,000
To provide a complete administration service for Corporate Advisers. Delivering a high level of technical support, to assist them in the procurement and processing of new business and the servicing of existing corporate clients. To adhere to strict FSA regulations and internal policies and procedures.
The Corporate Advisers provide independent financial advice to corporate clients on a range of Employee Benefits, primarily, group pension schemes and group risk products.
The 2 key functions of the role are:-
- To deliver a proactive, efficient, support service to the team, while providing an excellent service to the client.
- To ensure data is accurately loaded, and maintained, on back office systems, and exception reports and commission queries are actioned within advised timescales
Experience:
- A minimum of 2 years experience within a corporate sales support role within financial services
- A proven commitment to delivering excellent working practices and client service
- Sound rebroke knowledge and experience
- Good knowledge and technical awareness of Employee benefit products (i.e. GPP, GSHR, CIMP, GDIS, GIP, GPMI Group Travel & Dental) and /or SSAS/SIPP products
