Sunday, August 7, 2011

Corporate Administrator - 2 roles. Birmingham...

An opportunity has arisen in a leading financial services organisation to recruit an experienced Corporate Administrator. The purpose of the job is to provide a complete administration service, delivering a high level of technical support, to assist in the procurement and processing of new business and the servicing of existing corporate clients and to adhere to strict FSA regulations and internal policies and procedures.

The Client provides independent financial advice to corporate clients on a range of Employee Benefits, primarily, group pension schemes and group risk products. The 2 key functions of the role are: - To deliver a proactive, efficient, support service to the team, while providing an excellent service to the client. To ensure data is accurately loaded, and maintained, on back office systems, and exception reports and commission queries are actioned within advised timescales.

A minimum of 2 years experience within a corporate sales support role within financial services is essential and a proven commitment to delivering excellent working practices and client service. Sound rebroke knowledge and experience and a good knowledge and technical awareness of Employee benefit products (i.e. GPP, GSHR, CIMP, GDIS, GIP, GPMI Group Travel & Dental) and /or SSAS/SIPP products.

 Full CFP, or FPC, desirable. Or, willingness to study towards CFP 1, 2, 3 and 4 and GR1, or any other exams applicable to development within role. Good knowledge of regulatory requirements & TCF, 5 GCSE’s or equivalent. Good IT skills covering Outlook, Word, Excel and back office systems (i.e.; Office web / Consulting Prospect & Marketing database) and an excellent knowledge of operational process and procedures and company service standards.


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