Clark James Recruitment are working with a leading Financial Services business based in the Mid-Kent area, due to team expansion our client are looking to recruit a Corporate Administrator to work within the administrative support team.

Role

The Corporate Administrator will primarily assist the Corporate Team in providing first class administration support to the team of IFA’s and their clients.

• Book and confirm client appointments
• Prepare client files and joiner packs for meetings
• Administering and servicing schemes and individual members
• Rebroking existing schemes
• Processing all new business and providing regular updates on progress to clients and IFAs
• Maintain, monitor and oversee the smooth running of the scheme including reviews, renewals, new joiners and leavers
• Accurate record keeping
• Manage annual reviews
• Assist with marketing initiatives
• Work closely with IFAs to deliver teams goals and targets
• Work as part of a team and accept a shared responsibility for colleagues/workloads within team as required
• Routinely and consistently follow company procedures and compliance requirements

Experience/Skills

• Knowledge of Auto-enrolment legislation
• Previous experience in the Financial Services Sector
• Broad knowledge and experience of all product and advice areas
• Excellent communication skills
• Able to maintain a high level of professional conduct with clients via telephone, email and written communication
• High level of organisational skills and ability to work to deadlines and targets
• Relationship building
• Understand needs and provide excellent customer service
• Development and implementation of initiatives, solutions and solves problems
• Excellent attention to detail, meticulous and tenacious in ensuring all work produced is accurately
• Takes responsibility for actions, manages time, prioritises work and plans ahead
• Numerate
• Good working knowledge of Excel
• Good IT skills
• Ability to work well within a team environment

Package

• Attractive package and benefits