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About the Company
Tate is recruiting on behalf of a well-established and highly respected financial services firm that has been providing professional, impartial financial advice for 60 years. From their roots as an independent financial advisory firm, they have grown into a substantial business with a team of over 30 professionals, offering wealth management and in-house investment management expertise to high-net-worth individuals, businesses and employees.
The Role
An exciting opportunity has arisen for a Corporate Services Administrator to join their team on a hybrid basis. This role is vital in providing professional support to consultants, clients, and the wider team, supporting the smooth running of Group Risk & Health-care schemes, workplace pensions, and employee benefits under their Corporate Services offering.
Your Key Responsibilities:
- Support consultants and clients with Group Risk & Health-care schemes, Employee Benefits, and workplace pensions admin.
- Act as a key liaison between clients, providers, and advisers.
- Upload and manage monthly pension contributions and assist with auto-enrolment re-enrolment processes.
- Assist with annual review tasks, post-review correspondence, and follow-up actions.
- Collaborate with the corporate team and provide additional support where required.
- Maintain accurate records and fully engage with Intelligent Office (iO).
- Assist in researching, setting up, and managing secondary market Employee Benefits.
- Handle corporate client queries from employers, employees, insurers, and advisers.
- Ensure compliance with the FCA rule book and IWP-FP's internal procedures at all times.
- Participate in ad hoc projects as required.
About You:
- Accuracy and attention to detail is non-negotiable.
- Excellent knowledge of iO (or similar) and MS Excel
- Ability to work under pressure and meet deadlines
- Collaborative team player
- Excellent verbal and written communication skills
- And it would be desirable if you have broad knowledge of the financial services sector and FCA regulations
What's on Offer?
- Hybrid working - 2 days in the office, 3 days from home (subject to business needs).
- 4x salary life cover for financial security.
- Company pension scheme with immediate enrolment - 5% employer and 5% employee contribution via salary exchange.
- Company-funded Cash Plan after 6 months' probation, supporting your health and well-being.
- 28 days annual leave, including up to 3 days for the Christmas break.
- 9:00am - 5:00pm office hours for a great work-life balance.
- Career prospects
This is an excellent opportunity for an experienced Financial Service Administrator looking to join a supportive and forward-thinking organisation where they can make a real impact and Tate look forward to supporting your application.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
