A Great WONDERFUL Financial Servicers Company, recruiting an Administration Candidate with skills in Financial Services linked to Corporate Services Clients & your Financial Admin skills supporting the admin for the advisors & Corporate Services Client Bank.   
Job Summary & Why the role exists:-
To provide the highest level possible of administrative support to the Corporate Services clients &

Corporate Services Consultants.
Responsibilities:-
• Providing vital professional support to the clients, advisers & other team members, having ability to

work independently & as part of a team.

• To actively support the consultant & clients on Group Risk & Healthcare schemes, Employee Benefits

(including workplace pensions), & other products covered under the consultancy services, to include communication with clients 
• Where necessary &  required, upload monthly pension contribution spreadsheet to provider

• Dealing with client, provider & TPR on AE re-enrolment where appropriate

• Undertake some annual review tasks, provide feedback for the post review correspondence to the client

& co-ordinate/ undertake as appropriate any resultant actions to be taken.

• Where appropriate, liaise the wider corporate team & support when required.

• Fully engage with IO - INTELLIGENT OFFICE SYSTEM 

• Key assistance in the research, set up & on-going record keeping in respect of secondary market Employee Benefits.

• Work where required Dealing with corporate client queries raised by employer/employee or insurer/adviser.
• Responsible for ensuring own knowledge kept up to date & to notify colleagues of any relevant developments.

• Complying with the FCA rule book & IWP-FP’s internal procedures at all times.

• General Office related tasks as required by the Client Services Manager In addition to working as part of the team & covering the tasks above,
* Be given more complex clients & cases. You may also be responsible for monitoring other members of the team, identifying training requirements & training new members of the team as & when they join
* Represent the department or leading project work as required
* Take ownership of the implementation & embedding of new processes resulting from project work
* Assist Regional Corporate Services Manager with roll out of any process changes
* Assist Regional Corporate Services Manager with overseeing workload 
* Assist Regional Corporate Services Manager with resolving issues – procedural/departmental
* Assist Regional Corporate Services Manager with complaint identification
* Deputising for Regional Corporate Services Manager at meetings & with managerial duties (covering annual leave & Sickness absence)
* Investigate &  resolve errors
This profile is indicative of the general nature & activities. It is not designed to be an exhaustive list of all task, duties & responsibilities expected
* Good communication both verbal and written – essential
* Broad knowledge of the financial services sector and relevant FCA regulations – desirable
 This role profile is indicative of the general nature & activities performed:-
* Ensure accuracy & attention to detail essential 
* Excellent knowledge of IO & Excel – essential
* Ability to work under pressure to meet deadlines – essential
* A team player – essential
* Good communication both verbal & written – essential
* Broad knowledge of financial services sector & relevant FCA regulations – desirable
Great Benefits including 28 days holiday including Christmas :) ! :)