Corporate Specialist

2 days ago

London, Greater London, United Kingdom Quilter Full time

About Quilter

At Quilter, we strive to deliver exceptional customer experiences through our holistic financial planning approach. Our team of dedicated professionals works closely with corporate clients and financial planners to provide tailored solutions that meet their unique needs.

Job Summary

We are seeking a highly organized and detail-oriented Corporate Specialist to join our team in Birmingham, Leeds, Chester, London, Exeter, or Carlisle. As a key member of our National Service Delivery Team, you will be responsible for supporting the delivery of group schemes to our corporate clients. This includes managing client relationships, coordinating scheme renewals, and providing administrative support to ensure seamless service delivery.

Key Responsibilities

  • Support the onboarding process for new corporate clients, ensuring all necessary documentation is completed and filed accurately.
  • Coordinate annual scheme renewals, including gathering compliance documents, preparing scheme information, and liaising with providers as needed.
  • Assist in the preparation of written advice recommendations for new and existing schemes, ensuring all relevant information is accurately captured and presented.
  • Process scheme leavers and joiners, maintaining up-to-date records and communicating with clients and providers accordingly.
  • Develop and maintain strong relationships with internal stakeholders, including financial planners and regional teams, to ensure effective collaboration and communication.
  • Stay up-to-date with industry developments, regulatory requirements, and company policies to ensure accurate and compliant advice delivery.

Requirements

  • A minimum of 1-2 years' experience in a similar role within Financial Services, preferably with a focus on corporate services and products.
  • Strong organizational skills, with the ability to manage multiple tasks and deadlines effectively.
  • Detailed knowledge of group schemes, including pensions, protection, and investment products.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with internal and external stakeholders.
  • Ability to work independently, with minimal supervision, and as part of a close-knit team.
  • Proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.

Salary and Benefits

The estimated salary for this role is £32,000 - £40,000 per annum, depending on experience. We also offer a range of benefits, including:

  • 26 days' annual leave
  • Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it.
  • Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions.
  • Private Medical Insurance: Single cover as standard, cover can be increased at your own cost.
  • Life Assurance: 4x your salary, cover can be increased at your own cost.
  • Income Protection: 75% of salary payable after 26 weeks of absence.

How to Apply

If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer experiences, please submit your application, including your resume and a cover letter outlining your relevant experience and qualifications.

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