At a Glance
- Tasks: Support Corporate Financial Planners and manage employee benefit schemes.
- Company: Join a growing Wealth Management firm with a supportive team.
- Benefits: Enjoy 25 days holiday, pension contributions, and private medical insurance.
- Other info: Flexible start date and hybrid working options available.
- Why this job: Kickstart your career in Financial Services with full training and development.
- Qualifications: Previous admin experience and strong organisational skills are preferred.
Location: Stockport
Contract: Permanent
Salary: £28,000 - £30,000 per annum
Start Date: Flexible
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.
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 the role, or know of anyone who could be, please contact Greg at Service Care Solutions.
Corporate Client Support Administrator employer: Service Care Solutions
Service Care Solutions is an exceptional employer, offering a supportive and collaborative work environment in Stockport for those looking to advance their careers in Financial Services. With comprehensive training, generous benefits including 25 days of annual leave, a strong pension contribution, and opportunities for professional growth, employees are empowered to thrive while contributing to meaningful client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Client Support Administrator
✨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 its culture. Tailor your answers to show how your skills align with their needs. Practice common interview questions so you can respond confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might be perfect for you. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Corporate Client Support Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Corporate Client Support Administrator role. Highlight any relevant experience in administration, especially within Financial Services, 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 what we're looking for. Keep it professional but let your personality show through.
Showcase 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 mention specific examples of how you've demonstrated this skill in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us that you’re serious about joining our team!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Before the interview, make sure you understand the basics of workplace pensions and employee benefits. Brush up on relevant terminology and processes, as this will show your potential employer that you're genuinely interested in the role and have done your homework.
✨Show Off Your Organisational Skills
As a Corporate Client Support Administrator, being organised is key. Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will demonstrate your ability to handle the demands of the job effectively.
✨Practice Your Communication
Since you'll be liaising with clients and professionals, practice articulating your thoughts clearly. Consider doing mock interviews with a friend or family member to refine your verbal communication skills and ensure you come across as professional and approachable.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or how success is measured in the role. This shows your enthusiasm for the position and helps you gauge if the company is the right fit for you.
