+ 44 (0) 1264 810 076
We have a large number of permanent, contract and fixed term jobs across the UK and Europe within a wide range of fields of work

Corporate Administrator – Financial Services, Maidstone

An exciting opportunity has arisen to join a highly reputable and progressive Financial Services firm in Maidstone that are now expanding. The role of Corporate Administrator will involve working within a busy team supporting IFA’s and their clients.

This role is ideal for a candidate with c 3 years experience in a similar role within an IFA firm or the Financial Services industry and will mainly involve all aspects of administration for the IFA teams and their clients.

Responsibilities will include:

*Booking and confirming client appointments

*Preparing and issuing clients annual portfolio reports

*Preparing client files and joiner packs for meetings

*Managing annual reviews

*Processing new business

*Re-broking existing schemes

*Administering and servicing schemes and individual members

*Assisting with marketing

Key attributes required:

*Good financial services industry experience and knowledge of products, providers and platform solutions – minimum of 3 years administration experience in a similar role

*Excellent organisation and communication skills

*Effective relationship building, delivering efficient client services

*Effective time management, prioritising and proactive responsibility for own workload in accordance with the published procedures

*Team player, accepting a shared responsibility for colleagues/ workloads, to ensure that workload imbalances are managed effectively and do not impact negatively on customer service

*Reporting consistently and accurately

*Excellent attention to detail and accuracy

*Ability to take initiative, problem solve and develop solutions

*Good IT skills – Excel experience required

*Compliance and regulatory awareness

*Experience of Auto-enrolment

If you feel you have the required experience to be considered for this role, please send us your CV asap. All CV’s will be reviewed with 2 working days and short-listed candidates responded to within that time-frame.