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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**:

- Book and confirm client appointments.
- Prepare client files and joiner packs for meetings.
- Administering and servicing both schemes and individual members.
- Rebroking existing schemes.
- Processing all new business and providing regular updates on progress to clients and IFAs.
- Maintain, monitor, and oversee the smooth running of the scheme including reviews, renewals, new joiners, and leavers.
- Accurate record keeping
- Manage annual reviews.
- Assist with marketing initiatives.
- Work closely with IFAs to deliver teams goals and targets.
- Work as part of a team and accept a shared responsibility for colleagues/workloads within team as required.
- Routinely and consistently follow company procedures and compliance requirements.
- Any other reasonable request made by a Manager/Director of the business.

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

- Knowledge of Auto-enrolment legislation.
- Experience within the Financial Services Sector.
- Broad knowledge and experience of all product and advice areas.
- Effective organisational and planning skills with an ability to meet deadlines.
- Able to forge and develop relationships with excellent interpersonal and communication skills.
- Understand needs and provides excellent customer service.
- Experienced in using Microsoft packages including Word, Excel, and Outlook.
- Delivery focused, with a drive for quality throughout and a keen eye for detail.
- Willing to learn and develop.

**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.