Corporate Administrator

Accountancy jobs >> Accounting/Financial/Insurance




An award winning Wealth Management firm in Surrey (Weybridge) currently seeks a Corporate Administrator to join their business on a permanent basis - if you live in the area and you're tired of that daily London commute, then this could be the perfect role for you!

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 their corporate clients.

Key responsibilities:

To deal with queries from clients, Advisers, colleagues and Product Providers, taking the appropriate action to ensure the query is dealt with in a timely and effective manner

To maintain, monitor and oversee the smooth running of accounts, including: -

* Identifying scheme renewals and ensuring Provider information is received prior to renewal date

* Underwriting requests are followed through and client regularly updated

* Fees chased in line with operational procedures

* Checking that premiums have been paid within one month of renewal and chased accordingly

* All commission payments following scheme renewals are identified and claimed

* Processing of new joiners to pension schemes

In order to be considered for this role, candidates will ideally be working in a similar position and have strong working knowledge of Pensions, Risk & Healthcare (if you specialise in only one of the above, please still apply as you will be considered) and be able to demonstrate your ability to manage clients effectively and adhere to SLA's.

You will be rewarded with a generous salary of up to £30000, plus an excellent benefits package that includes;

25 days holiday



Comprehensive PMI cover

Critical Illness (1x)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
  • 1
  • Negotiable
  • None
  • None
  • CV-82507
  • Permanent
  • 0

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