Corporate Administrator

3 months ago

Maidstone, United Kingdom AFH Financial Group Full time

**Corporate Administrator (Core)**

A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms.

We have an exciting opportunity to join our existing corporate team. We are looking for those of you who wish to grow with us as a business in our Maidstone office with hybrid working opportunities. You will join us on a full-time, permanent basis, and in return, you will receive a competitive salary plus a range of benefits.

The Corporate Administrator will primarily assist the Corporate Team in providing first-class administration support to the IFA’s and their clients. Our clients come first. We expect the team to be a high performing one with each member being positive, committed and having a collaborative attitude. The goal is to provide timely and efficient administration and technical support while demonstrating excellent customer service to our IFA’s and AFH Wealth Management’s organisational strategy.

**Key Responsibilities as our Corporate Administrator (Core) will include**:

- Work as part of a team and accept a shared responsibility for colleagues/workloads within team as required.
- Provide full administrative support to clients and IFA’s ensuring client satisfaction.
- Deal with day-to-day administration of corporate clients including queries from scheme members and IFA’s.
- Arrange and confirm client meetings and prepare the associated paperwork for the IFA’s.
- Prepare portfolio reports for annual review client meetings in a timely manner.
- Process joiners and leavers of company pension schemes ensuring their details are kept up to date.
- Deal with clients change of address or contact details.
- Review the monthly invoices to ensure that they are issued correctly.
- Production of illustrations in preparation for the paraplanners to prepare the client suitability reports.
- Liaise with advisers and paraplanners on cases ensuring that the client is kept up to date on progress.
- Preparation of basic suitability fund switch reports for clients.
- Preparation of enclosure documents for suitability reports ready for issuing to the client/IFA.
- Process group death in service scheme renewals including requesting/preparing information, checking, and negotiating with the provider.
- Deal with Letters of Authority, liaising with the providers to conclusion and keeping the client and IFA updated.
- Review payroll data/pension scheme data in preparation for employer’s approval/upload.
- Prioritise your workload and carry out diary tasks in line with agreed service levels.
- Accurately maintain back-office systems and client records in line with company policies.
- Routinely and consistently follow company procedures and compliance requirements.

**What we are looking for in our ideal** **Corporate Administrator (Core)**:

- Experience of working in the Financial Services Sector in an insurance company, financial adviser practice or an administration role.
- Excellent attention to detail.
- Good level of competency in Excel, Word, MS Teams, and Outlook
- Effective organisational and planning skills with an ability to meet deadlines.
- Able to forge and develop relationships with excellent interpersonal and communication skills.
- Delivery focused, with a drive for quality throughout and a keen eye for detail.
- Broad knowledge of Group Personal Pension Schemes/Group SIPPs, Group Death in Service schemes would be desirable not essential.

**Benefits of working for AFH**:
Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation.

Contributory pension scheme, and death-in-service benefit

Competitive salary and annual discretionary bonus, following one year’s service.

Health benefit scheme - including digital gym subscriptions, dental and optional treatments, and alternative therapies.

Flexible working options and competitive holiday allowance, with annual buy and sell scheme options.

Enhanced Maternity, adoptive and paternity pay

Loyalty bonus and additional holiday days, based on length of service.

Employee referral bonus scheme

Social events

With over 30 years of experience and more than 500 employees nationwide, AFH is one of the UK’s leading independent financial advisory firms.

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