Corporate Client Support Administrator
Service Care Solutions
Location: Stockport
Contract: Permanent
Salary: £28,000 - £30,000 per annum
Start Date: Flexible
*Hybrid Working*
Contact: (url removed)
Job Description
Service Care Solutions are recruiting on behalf of a well-established and growing Wealth Management firm for a Corporate Client Support Administrator to join their Corporate Client Support team.
This is an excellent opportunity for an organised and detail-oriented individual looking to build a long-term career within Financial Services. You will work closely with Corporate Financial Planners, supporting the administration and implementation of workplace pensions, employee benefits, and protection arrangements for corporate clients.
The successful candidate will join a collaborative and supportive team environment, with full training and development available for those looking to progress within the industry.
Key Responsibilities
- Support Corporate Financial Planners with the implementation and ongoing administration of employee benefit schemes.
- Process pension and protection business accurately and efficiently.
- Maintain and update client records using back-office systems.
- Ensure pension scheme assessments and contribution processes are completed accurately and on time.
- Prepare documentation and obtain information for client meetings where required.
- Liaise with clients, providers, and third-party professionals.
- Ensure all administration is completed in line with company procedures and FCA requirements.
- Assist with business projects and process improvement initiatives.
- Maintain accurate records and support positive client outcomes at all times.
- Previous administration experience, ideally within Financial Services, Employee Benefits, Pensions, or Wealth Management.
- Strong organisational and time management skills.
- Excellent written and verbal communication skills.
- Good working knowledge of Microsoft Word, Outlook, and Excel.
- High attention to detail and ability to manage multiple priorities.
- Client-focused approach with a professional manner.
- Financial Services qualifications are beneficial but not essential.
- A desire to develop a career within Wealth Management or Employee Benefits.
- 25 days annual leave plus bank holidays.
- Option to purchase up to 5 additional holiday days.
- 6% employer pension contribution.
- Life cover (4x salary).
- Private Medical Insurance following successful completion of probation.
- Participation in the Employee Benefit Trust (EBT).
- Discretionary annual bonus scheme.
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive the bonus once their probationary period has been completed.
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