Corporate Administrator

25 Sep 2019
23 Oct 2019
Job Type
Contract Type
Our client is a leading UK Wealth Management business that has enjoyed exceptional growth in the past few years. They are now seeking a Corporate Administrator to work at their Bromsgrove office.

The Corporate Administrator will primarily assist the Corporate Team in providing efficient and effective administration support to the IFAs and their clients.

Key responsibilities include the following:

* Completing payroll uploads for a variety of schemes

* Allocating work to Technicians within the Corporate Team

* Preparing client files and joiner packs for meetings

* Accurate record keeping

* Work as part of a team and accept shared responsibility for colleagues/workloads within the team as required

* Routinely and consistently follow company procedures and compliance requirements


* Good working knowledge of Excel is a must

* Knowledge of Auto-enrolment legislation

* Some experience in an IFA environment

* A high standard of written and communication skills

* A high level of accuracy and attention to detail

* A high level of understanding in working with Microsoft Office

Key Skills

* Excellent communication skills, maintaining a high level of professional conduct with clients and advisers via telephone, email and written communication

* High level of organisational skills and the ability to work within deadlines

* Establishing and developing good working relationships with all clients

* Good listening skills, along with developing an understanding of how and when to action certain information and escalate, if necessary, to the appropriate person

* Understanding the varying needs of corporate clients whilst providing excellent customer service

* Excellent attention to detail, meticulous and tenacious in ensuring all work produced is accurate

* Takes responsibility for actions, manages time, prioritises and organises workload accordingly

* Ability to work effectively within a team

* Excellent IT skills

The package

-Competitive negotiable salary with a first-class benefits package which includes a pension scheme and 30 days holiday ( including bank holidays). Save As You Earn scheme.

-You'll also benefit from being part of a cash plan scheme offering support on your optical and dental costs together with other therapies such as sports massage and complementary therapies.

-You may also be eligible for private health insurance. Life insurance, an annual bonus as well as bonuses for recommending your friends and family as employees, introducing new clients and for long service.

-If you need financial advice yourself advisers will be there to help you at no charge and an in-house legal team also provide their support to our people at a sizeable discount.

-To help you synchronise your work and home life there is the option of compressed working hours so essentially you could have a three day weekend. There is a childcare voucher scheme. There are also many fun events throughout the year including a legendary Christmas party and a summer barbecue.

-You can also join complimentary out-of-hours language classes and other activities. Also, if fitness is your thing, you'll get 50% off fitness classes at a local gym