At a Glance
- Tasks: Support financial planners and manage employee benefit schemes with precision.
- Company: Join a growing Wealth Management firm with a supportive team culture.
- Benefits: Enjoy 25 days holiday, private medical insurance, and a generous pension contribution.
- Other info: Flexible start date and hybrid working options available.
- Why this job: Kickstart your career in Wealth Management while making a real difference for clients.
- Qualifications: Previous admin experience and strong communication skills are essential.
The predicted salary is between 28000 - 30000 £ per year.
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.
Location: Stockport
Contract: Permanent
Salary: £28,000 – £30,000 per annum
Start Date: Flexible
Hybrid Working.
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.
Candidate Criteria
- 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.
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.
If you are interested in this role, please contact Greg at Service Care Solutions on 01772208969 or email greg.waite@servicecare.org.uk.
Corporate Client Support Administrator in Stockport employer: Service Care Solutions Ltd
Service Care Solutions offers a dynamic and supportive work environment for the Corporate Client Support Administrator role, situated in Stockport. With a strong emphasis on employee development, the firm provides comprehensive benefits including generous annual leave, a robust pension scheme, and private medical insurance, all while fostering a culture of collaboration and client-focused excellence. This is an excellent opportunity for individuals looking to grow their careers in Wealth Management within a well-established and growing firm.
Contact Details:
Service Care Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Client Support Administrator in Stockport
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and practising common questions. We recommend using the STAR method to structure your answers, so you can showcase your skills and experiences effectively.
✨Tip Number 3
Follow up after interviews with a thank-you email. It shows your appreciation and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your interest in the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Corporate Client Support Administrator in Stockport
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Corporate Client Support Administrator role. Highlight your previous administration experience, especially in Financial Services or Wealth Management, and showcase your organisational skills.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with the job description. Don’t forget to mention your client-focused approach!
Show Off Your Attention to Detail:In this role, attention to detail is key. Make sure your application is free from typos and errors. You could even include examples of how you've maintained accuracy in past roles to really impress us!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Service Care Solutions Ltd
✨Know Your Stuff
Make sure you understand the basics of wealth management and employee benefits. Brush up on relevant terminology and processes, especially around pension schemes and client administration. This will show that you're not just interested in the role but also knowledgeable about the industry.
✨Showcase Your Organisational Skills
Since this role requires strong organisational and time management skills, prepare examples from your past experience where you've successfully managed multiple priorities. Use the STAR method (Situation, Task, Action, Result) to structure your responses and highlight your ability to stay on top of tasks.
✨Communicate Clearly
Excellent written and verbal communication is key for this position. Practice articulating your thoughts clearly and concisely. You might even want to prepare a few questions to ask during the interview to demonstrate your engagement and interest in the role.
✨Be Client-Focused
This role is all about supporting clients, so be ready to discuss how you've provided excellent customer service in the past. Think of specific instances where you went above and beyond to ensure client satisfaction, as this will resonate well with the interviewers.
