Corporate Client Executive
1 week ago
We have a great opportunity for a Corporate Client Executive to join an established Wealth Management business
You will provide administration support to the Corporate Financial Planner and assist the team with a diverse range of duties.
You will be required to work closely with the entire Employee Benefits team to ensure that all clients always receive excellent service and identify upselling opportunities where necessary.
Responsibilities include:
- To actively manage existing schemes for Pensions and Health, Risk and Wellbeing (HRW) ensuring details are kept in line with FCA guidelines and maintaining service standards.
- Undertake all new scheme implementation for both Pensions and HRW, including preparing client invitation packs, attending client meetings, setting up the scheme with the provider.
- Ensure all data is requested and captured in an efficient and timely manner.
- Regularly check data, fill gaps and amends errors where necessary.
- Ensure all account records are checked and updated upon receipt of any correspondence
- Provide administration support in the form of scanning, printing, filing, photocopying, binding, record keeping, data imputing and typing or any other duty needed.
- The occasional arrangement/receipt of couriers, and the subsequent recording and forwarding on to the appropriate recipient.
About you
Essential:
- Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint
- Previous experience working in an administration role
- Experience of delivering accurate, relevant and timely information
Desirable:
- Previous experience working in a Pensions or Employee Benefits administration role
- Experience working with Auto Enrolment schemes
- Experience of using Intelligent Office backoffice system
- Experience of working in a relationship management role
Skills & Qualifications:
Essentials:
- At least 5 A-C GCSE's including Mathematics and English
- Strong interpersonal and communication skills
- Excellent customer services skills and commitment to providing quality service
- Excellent planning and organisational skills
- Excellent accuracy and attention to detail
- Excellent telephone manner
- Ability to work as part of a team and unsupervised
- Process Driven always looking for smarter ways of working
- Relevant qualifications related to Employee Benefits or Financial Services
-
Client Account Executive
1 week ago
Chelmsford, Essex, United Kingdom Pursuit Executive Recruitment Ltd Full timeClient Account ExecutiveChelmsfordAttractive Salary and Benefits PackageMy client, a leading company within their industry sector are seeking an experienced Client Account Executive to join their growing team. The successful candidate must have the ability to build strong relationships and focus on exceptional service delivery click apply for full job...
-
Private & Corporate Events Executive
7 days ago
Chelmsford, Essex, United Kingdom Chelmsford City Racecourse Full timeJOB SUMMARYChelmsford City Racecourse, the UK's newest racecourse, is looking for a Private and Corporate Events Executive to help create and assist in a wide variety of private events while developing the racecourse into one of the most versatile venues in the UK.WHAT YOU WILL BE DOINGReporting to the Head of Private Events, you will work from concept to...
-
Client Service Advisor, Corporate Risks
7 days ago
Chelmsford, Essex, United Kingdom Aon Full timeClient Service Advisor, Corporate Risks, ChelmsfordAre you an experienced Commercial Insurance professional with a desire to further your career with a market-leading insurance firm ? Can you deliver a concierge level of client service to your allocated client portfolio ? If so, we'd love to hear from you in connection with this brand-new role in our UK...
-
Client Account Executive
2 weeks ago
Chelmsford, Essex, United Kingdom Pursuit Resources Group Full timeClient Account Executive Chelmsford Attractive Salary and Benefits Package My client, a leading company within their industry sector are seeking an experienced Client Account Executive to join their growing team. The successful candidate must have the ability to build strong relationships and focus on exceptional service delivery. Due to my clients location...
-
Corporate Commercial Insurance Broker
7 days ago
Chelmsford, Essex, United Kingdom The Recruiter Specialists Ltd Full timeReporting to the Managing Director, as the Corporate Broker you will be primarily responsible for supporting the Corporate Division Management Team, Business Development Executives and Account Handlers in the key areas of account handling and broking of existing and new business to insurers.The ideal candidate for this Corporate Broker role will have...
-
Corporate Solicitor
1 week ago
Chelmsford, Essex, United Kingdom Reed Full timeJoin a thriving commercial and corporate team with an excellent reputation!We are looking for a dynamic solicitor or legal executive with over 2 years of experience, especially in property law, to join our team.If you are passionate about pursuing a career in this legal field, this role offers a wide range of tasks, including:Commercial projectsIf you want...
-
Corporate Solicitor
1 week ago
Chelmsford, Essex, United Kingdom Search Consultancy Full timeMy client is seeking a talented Corporate Associate to join a dynamic team, working alongside an impressive partner on a variety of interesting corporate matters including sales of UK businesses to multinational groups and Share and Asset Acquisitions. This role offers a fantastic opportunity for growth and professional development, as well as a work-life...
-
Corporate Commercial Insurance Broker
3 weeks ago
Chelmsford, Essex, United Kingdom The Recruiter Specialists Group Ltd Full timeReporting to the Managing Director, as the Corporate Broker you will be primarily responsible for supporting the Corporate Division Management Team, Business Development Executives and Account Handlers in the key areas of account handling and broking of existing and new business to insurers. The ideal candidate for this Corporate Broker role will have...
-
Corporate Solicitor
3 weeks ago
Chelmsford, Essex, United Kingdom Search Full timeCorporate Solicitor Location: Chelmsford PQE: 2+ Salary: Competitive My client is seeking a talented Corporate Associate to join a dynamic team, working alongside an impressive partner on a variety of interesting corporate matters including sales of UK businesses to multinational groups and Share and Asset Acquisitions. This role offers a fantastic...
-
Executive Director of Marketing
7 days ago
Chelmsford, Essex, United Kingdom Pursuit Executive Recruitment Ltd Full time £35,000Email Marketing Executive Chelmsford, Essex Salary: Up to £35,000 DOE Do you have experience with Email Marketing campaigns? Are you seeking a new opportunity to join a forward-thinking e-commerce marketing leader in their industry? Pursuit Resources Group are recruiting for the position of Email Marketing Executive for our client based in Chelmsford....
-
Email Marketing Executive
3 weeks ago
Chelmsford, Essex, United Kingdom Pursuit Executive Recruitment Ltd Full timeEmail Marketing ExecutiveChelmsford, EssexSalary: Up to 35,000 DOE Do you have experience with Email Marketing campaigns? Are you seeking a new opportunity to join a forward-thinking e-commerce marketing leader in their industry? Pursuit Resources Group are recruiting for the position of Email Marketing Executive for our client based in Chelmsford. This is...
-
Email Marketing Executive
1 month ago
Chelmsford, Essex, United Kingdom Pursuit Executive Recruitment Ltd Full timeEmail Marketing ExecutiveChelmsford, EssexSalary: Up to 35,000 DOE Do you have experience with Email Marketing campaigns? Are you seeking a new opportunity to join a forward-thinking e-commerce marketing leader in their industry? Pursuit Resources Group are recruiting for the position of Email Marketing Executive for our client based in Chelmsford. This is...
-
Corporate Solicitor 5 PQE
7 days ago
Chelmsford, Essex, United Kingdom Themis Recruit Full timeOur client a multidisciplinelaw firm servicing both business and private clients are seeking anexperience Corporate Lawyer to join their growing Corporate andCommercial team and work on a range of corporate matters. Ourclient culture challenges the traditional approach and focusestheir energy on providing excellent results for their clients.Ourclient are...
-
Client Account Coordinator
7 days ago
Chelmsford, Essex, United Kingdom Pursuit Executive Recruitment Ltd Full timeClient Account Coordinator Chelmsford 25, ,000 DOE My client, a leading company within their industry sector are seeking an experienced Client Account Coordinator to join their growing team. The successful candidate must have the ability to build strong relationships and focus on exceptional service delivery. You will have experience liaising with...
-
Corporate Tax Associate Director
1 week ago
Chelmsford, Essex, United Kingdom RSM UK Full timeAbout the firmRSM is regarded as one of the most progressive and entrepreneurial professional services firms in the UK today. With around 3,650 partners and staff in the UK and access to over 51,000 people in over 120 countries across the RSM international network, we can meet our clients' needs wherever in the world they operate and offer our staff...
-
Executive Assistant and Office Manager
7 days ago
Chelmsford, Essex, United Kingdom Mid and South Essex NHS Foundation Trust Full timeJob SummaryAre you skilled in providing Executive Assistant (EA) support and looking for a rewarding opportunity within the NHS? An exciting position is available within Mid and South Essex NHS Foundation Trust's Corporate Directorate, where you will collaborate with the Trust's Executive Team.If selected, you will serve as the primary contact for the...
-
Corporate Personal Assistant
1 week ago
Chelmsford, Essex, United Kingdom Mid and South Essex NHS Foundation Trust Full timeJob Title: Personal Assistant to Medical DirectorWelcome to an engaging opportunity within the Corporate Directorate at Broomfield Hospital! As a Personal Assistant, you'll work closely with the Site Leadership Team and support the Medical Director for Care Group 2.We are on the lookout for a skilled Personal Assistant with top-notch communication skills to...
-
Client Manager
1 week ago
Chelmsford, Essex, United Kingdom Armstrong Knight Full timeAre you a Qualified Accountant ?Have you reached the pinnacle of your career, and have reached that 'glass ceiling ?Are you bored with just client accounting and seeking a new challenging, financially rewarding role that is at partnership level and with equity stake ?If yes, then please read on.Due to the upcoming retirement of a long standing Partner this...
-
Account Executive
7 days ago
Chelmsford, Essex, United Kingdom Employment Specialists Ltd Full timeJob Title: Account Executive Company: Major Insurance Broking Firm Our client, a prominent player in the insurance industry, is offering a fantastic opportunity for an Account Executive to take charge of providing top-notch risk management services to a diverse portfolio of key clients. Deliver tailored insurance programs and expert risk management advice...
-
Client Account Administrator
1 week ago
Chelmsford, Essex, United Kingdom Pursuit Resources Group Full timeClient Account Executive Attractive Salary and Benefits Package My client, a leading company within their industry sector are seeking an experienced Client Account Executive to join their growing team. The successful candidate must have the ability to build strong relationships and focus on exceptional service delivery. Due to my clients location the...