Corporate Administrator

2 weeks ago


London, Greater London, United Kingdom Quilter Full time

Quilter Cheviot Financial Planning seeks a dedicated Corporate Administrator to support our growing network of corporate clients and financial planners nationwide.

In this role, you will play a vital part in delivering exceptional financial planning services to businesses across the UK. Your responsibilities will encompass administrative tasks, client communication, and research to ensure seamless operations and client satisfaction.

Key Responsibilities:

  • Provide comprehensive administrative support to corporate clients, ensuring smooth and efficient service delivery.
  • Prepare clear and concise documentation for pension surgeries and webinars, effectively communicating complex financial information to clients.
  • Conduct thorough market research and prepare insightful recommendations tailored to the specific needs of corporate clients.
  • Handle client inquiries promptly and professionally, resolving issues efficiently and maintaining positive relationships.
  • Ensure all tasks are completed within established deadlines, demonstrating strong organizational skills and attention to detail.

Requirements:

  • Exceptional organizational skills with a meticulous eye for detail.
  • Experience in financial planning or paraplanning is highly desirable.
  • A proactive approach to problem-solving with a willingness to learn and adapt.
  • Proficiency in Microsoft Office Suite, demonstrating strong computer literacy.
  • Excellent communication and interpersonal skills, enabling effective collaboration within a team environment.


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