Corporate Administrator

7 months ago


Weybridge, United Kingdom Stonewood Wealth and Investments Limited Full time

**About Us**

Group Rapport is a leading Employee Benefits firm based in the United Kingdom, dedicated to providing comprehensive and personalised financial planning solutions to our clients. We have a strong commitment to excellence and a passion for helping individuals achieve their financial goals.

We are seeking an engaged and motivated Corporate Administrator who is keen to develop their skills as part of a friendly organisation in an innovative, rapidly growing business.

**Position Overview**

This is a great opportunity for an enthusiastic individual who has worked for 2+ years in a corporate sale support role, ideally within a small or medium sized organisation in financial services.

The key function of the role is to proactively deliver an efficient, technical administration support service to the corporate advisers, alongside the provision of an excellent service to our 180 corporate clients.

**Key Responsibilities**
- Dealing with queries from clients, advisers, colleagues and product providers
- Maintaining and monitoring the running of accounts
- Processing of new joiners to pension schemes
- Updating the database and ensuring that client files are maintained
- Identifying all commission payments and ensuring that premiums have been paid
- Providing a seamless service is provided to our clients

**Key attributes**
- 2+ years in a corporate sales support role, ideally within a small or medium sized organisation in financial services.
- An excellent knowledge of Group Risk Schemes
- Direct knowledge of a range of benefit products including GPP, GSHR, GDIS, GIP, GPMI Group Travel & Dental and GCIC
- Good knowledge of regulatory & TCF requirements
- Experience of auto enrolment and sound rebroke knowledge
- Excellent client services and administrative skills
- An ability to build and develop effective working relationships both internally and externally
- An inherent dedication for quality, high standards and detail
- A “can do” attitude, determination and a readiness to roll up your sleeves
- Collaborative, solutions-driven and able to work autonomously

To excel in this role it would be beneficial for you to possess the following qualifications:

- GR1 - Group Risk qualification from the Chartered Insurance Institute

**Why Join Us**

We offer a very competitive salary and benefits package, access to ongoing professional development and training and a chance to make a meaningful impact on our organisation and to your career.

**Application Process



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