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CORPORATE SERVICES FINANCIAL ADMINISTRATOR! - Stevenage, Hertfordshire

Reed
Posted 8 hours ago, valid for 24 days
Location

Stevenage, Hertfordshire SG2 7BG

Contract type

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job is for a Financial Services Skilled Corporate Services Administrator, requiring strong administrative support for financial advisors and corporate services clients.
  • Candidates must have a minimum of 3 years of experience in financial services administration and a strong working knowledge of GLA, GPMI, GIP, and GCIC.
  • Familiarity with automatic enrollment pension schemes is a bonus, and proficiency in Intelligent Office (IO) and Excel is essential.
  • The role involves providing professional support to clients, advisors, and team members, managing client queries, and ensuring compliance with FCA regulations.
  • The salary for this position is competitive, reflecting the skills and experience required.

Recruiting FINANCIAL SERVICES SKILLED CORPORATE SERVICES ADMMINISTRATOR LINKED TO CORPOARATE SERVICES  ADMINISTRATION FOR THE CLIENTS AND YOUR FINANCIAL ADMIN SKILLS SKILLS YOU MUST HAVE SUPPORTING THE ADMIN FOR THE FINANCIAL ADVISORS AND THE ADMINISTRATION AND CORPORATE SERVICES CLIENT BANK. 

YOU MUST BE SUPPORTING LINKED TO PURE ADMINISTRATIVE FINANCIAL SERVICES ADMINISTRATION TO BE TAKEN FORWARD FOR THIS ROLE.  IN ADDITION YOU MUST BE SUPPORTIVE LINKED TO PURE ADMINISTRATIVE FINANCIAL SERVICES ADMINISTRATION. 

JOB SUMMARY :-

YOU MUST HAVE A STRONG WORKING KNOWLEDGE of GLA, GPMI, GIP, GCIC WHICH IS ESSENTIAL. IN ADDITION AUTOMATIC ENROLEMENT PENSION SCHEMES IS HELPFUL TOO FOR SURE AND A BONUS FOR THIS ROLE! 

AS OUTLINED PROVIDING THE HIGHEST LEVEL POSSIBLE OF ADMNISTRATION SUPPORTING THE CORPORATE SERVICES CLIENT AND CORPORATE SERVICES CONSULTANTS LINKED TO FINANCIAL SERVICES.

Responsibilities:-

• PROVIDING VITAL PROFESSIONAL SUPPORT TO THE CLIENTS, ADVISORS AND OTHER TEAM MEMBERS WITH YOUR ABILITY TO WORK INDEPENDENTLY AND AS PART OF THE TEAM• AS OUTLINED! ACTIVELY SUPPORT THE CONSULTANTS AND CLIENTS ON GROUP RISK TO ACTIVELY SUPPORT THE CONSULTANTS ADVISORS AND CLIENTS ON GROUP RISK AND HEALTHCARE SCHEMES, EMPLOYEE BENEFITS(INCLUDING WORK PLACE PENSIONS), & other products covered under the consultancy services, to include communication with THE CLIENTS 

• Where necessary &  required, upload monthly pension contribution notes to provider• Dealing with client, provider & TPR on AE re-enrolment where appropriate• Undertake annual review tasks, provide feedback for the post review correspondence to the client& co-ordinate/ undertake as appropriate any resultant actions to be taken.• Where appropriate, liaise the wider corporate team & support when required.

• YOU MUST BE FULL ENGAGED WITH IO - INTELLIGENT OFFICE SYSTEM WHICH IS ALSO ESSENTIAL

• Key assistance in the research, set up & on-going record keeping in respect of secondary market Employee Benefits.• Work where required Dealing with corporate client queries raised by employer/employee or insurer/adviser.

• Responsible for ensuring own knowledge kept up to date & to notify colleagues of any relevant developments.• Complying with the FCA rule book & IWP-FP’s internal procedures at all times.• General Office related tasks as required by the Client Services Manager In addition to working as part of the team & covering the tasks above,

YOU MUST AS OUTLINED HAVE 

  • Excellent knowledge of IO & Excel – essential
  • Ability to work under pressure to meet deadlines – essential
  • A team player – essential
  • Good communication both verbal & written – essential
  • Broad knowledge of financial services sector & relevant FCA regulations

YOU MUST HAVE THE SKILLS LINKED TO THIS ROLE AND THE NOTES LINED UP TO JOIN THIS FABULOUS ROLE WITH YOUR SKILLS.  A WONDERFUL COMPANY AND OPPORTUNITY FOR A CANDIDATE WITH ALL THE STRONG REQUIRED SKILLS FOR THIS ROLE :) 

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.