Our client, a small but very busy local IFA practice enjoying a sustained period of success and organic growth, is seeking an additional Corporate Administrator to complement its existing team in Surrey.
This business has established an enviable reputation locally, providing first class financial planning solutions for both private and corporate clients both locally and regionally. Our client is a highly innovative and forward thinking business, adopting a holistic and proactive approach to managing clients’ requirements.
The main purpose of the role is to provide administration support to the Financial Consultants, as well as other members of the Team. You will obtain quotes for group renewals and ensure that these are completed by the due date, whilst servicing all other aspects of group risk contracts and group pension schemes. In addition to this, you will provide the Consultant with all literature on products, fact finds and quotations required for meetings. Other day to day tasks include issuing original policy documents to clients where appropriate and checking that copy documents and contract notes are issued within the agreed timescales.
Experience of a similar position within an IFA practice or product provider and previous exposure to group pensions is prerequisite, and basic knowledge of group benefit or group risk products is desirable. Further to this, good communication and organisational skills are essential.
In return, you will receive a generous basic salary and a comprehensive range of benefits. You will also have the opportunity to progress your career within Financial Services, and will be actively encouraged and supported to do so.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment