At a Glance
- Tasks: Provide top-notch admin support to corporate healthcare teams and manage client portfolios.
- Company: Dynamic financial services business focused on growth and client experience.
- Benefits: 25 days holiday, hybrid work, pension contributions, and career development opportunities.
- Other info: Join a supportive team with clear pathways to becoming a Financial Adviser.
- Why this job: Kickstart your career in financial services with real impact and growth potential.
- Qualifications: Strong admin skills, excellent communication, and a passion for client service.
The predicted salary is between 31500 - 38500 £ per year.
Client Experience Administrator – Health & Protection (Corporate Healthcare)
Location
London / Weybridge
Working Pattern
Hybrid
Job Type
Full Time, Permanent
Department
Corporate Benefits
Salary
Competitive, depending on experience
About the Role
An exciting opportunity has arisen for a
Client Experience Administrator – Health & Protection (Corporate Healthcare) to join a successful and growing financial services business.
The role will provide high-quality administration and support to a Corporate Healthcare team, assisting advisers and more senior members of the support team with both existing and new business .
This is a great opportunity for someone with strong administration and client service experience who is looking to develop their career within corporate healthcare, employee benefits and financial services .
Key Responsibilities
- Provide administrative support to assist with the management of healthcare client portfolios for a range of corporate clients.
- Support advisers and senior members of the team with existing and new business.
- Respond to queries from clients and advisers in a professional and timely manner.
- Support the renewal and market review of corporate healthcare schemes.
- Assist with the provider invoicing process, including checking invoices and following up on unpaid income.
- Liaise with Finance and other internal teams regarding invoicing and income queries.
- Support the processing of membership changes within corporate healthcare schemes.
- Maintain accurate and up-to-date client records and data.
- Ensure client information is maintained accurately and in line with internal processes.
- Provide general administration and support to the wider Corporate Healthcare team.
- Work collaboratively with colleagues to deliver a high standard of client service.
About You
We are looking for an organised, proactive and client-focused individual with experience in an administrative or support role.
The successful candidate will ideally have
- Proven experience working in a client-focused administrative role .
- An excellent telephone manner and the ability to build rapport quickly.
- Excellent written and verbal communication skills.
- Strong organisational and prioritisation skills, with the ability to manage multiple tasks and meet tight deadlines.
- Excellent attention to detail and accuracy.
- The ability to work effectively as part of a team while also working independently and using your own initiative.
- Good knowledge of Microsoft Office, including
Word, Excel, Power Point and Outlook .
- A genuine interest in developing a career within financial services.
- Career Development
This role offers an excellent opportunity for someone who is keen to develop their career within the financial services sector.
The business offers established career pathways and supports individuals who are keen to develop their technical knowledge and potentially progress towards becoming a
Financial Adviser in the future.
Progression may involve a commitment to completing relevant industry qualifications and examinations within agreed timescales.
Benefits
- 25 days' holiday, increasing by one additional day per year up to 30 days.
- Discretionary bonus.
- Employer pension contribution of up to 7.5%, depending on employee contribution.
- Life assurance of up to 4x salary.
- Income protection of 75% of basic salary in the event of long-term sickness.
- Access to financial advice and support.
- Interest-free season ticket loans.
- Eye care benefits.
- Childcare benefits.
- Shopping and lifestyle discounts.
- Hybrid working.
- Career development and professional qualification opportunities.
Interested in the Opportunity?
If you have strong administration and client service skills and are looking to develop your career within corporate healthcare and financial services , this could be an excellent opportunity for you.
If you feel this role could be right for you, please get in touch today to find out more and discuss the opportunity in confidence.
Financial Administrator in Weybridge employer: Artemis Recruitment Consultants Ltd Careers
Join a leading Financial Planning and Wealth Management team in Ipswich, where you will thrive in a supportive and client-focused environment. With a competitive salary of £60,000 plus bonuses and benefits, this role offers significant opportunities for professional development and the chance to work on complex financial cases that make a real difference to clients' lives. Embrace a culture that values expertise, collaboration, and continuous improvement, ensuring your career grows alongside the company.
Contact Details:
Artemis Recruitment Consultants Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Weybridge
✨Tip Number 1: Tap Into Professional Networks
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We think you need these skills to ace Financial Administrator in Weybridge
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
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Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Artemis Recruitment Consultants Ltd Careers how you can be a team player!
How to prepare for a job interview at Artemis Recruitment Consultants Ltd Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
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If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Artemis Recruitment Consultants Ltd Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Artemis Recruitment Consultants Ltd Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
