At a Glance
- Tasks: Support Corporate Financial Planners with employee benefits and pension administration.
- Company: Join a growing Wealth Management firm with a supportive team culture.
- Benefits: 25 days annual leave, private medical insurance, and a discretionary bonus scheme.
- Other info: Dynamic role with potential for career progression in Wealth Management.
- Why this job: Kickstart your career in Financial Services with full training and development opportunities.
- Qualifications: Previous admin experience and strong organisational skills are preferred.
The predicted salary is between 30000 - 40000 £ 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. 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.
25 days annual leave plus bank holidays. Option to purchase up to 5 additional holiday days. Private Medical Insurance following successful completion of probation. Participation in the Employee Benefit Trust (EBT). Discretionary annual bonus scheme.
Corporate Client Support Administrator employer: Service Care Solutions
Service Care Solutions offers a dynamic and supportive work environment for those looking to advance their careers in Financial Services. As a Corporate Client Support Administrator, you will benefit from comprehensive training and development opportunities, alongside a generous benefits package that includes 25 days of annual leave, private medical insurance, and a discretionary bonus scheme. Join a collaborative team dedicated to delivering exceptional service to corporate clients while enjoying a healthy work-life balance in a thriving industry.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Client Support Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Service Care Solutions. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Corporate Client Support Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Service Care Solutions.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Service Care Solutions's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Service Care Solutions
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Service Care Solutions.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Service Care Solutions will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Service Care Solutions employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
