Financial Administrator

Administrator - Health & Protection (Corporate Risk)

Location: London / Weybridge

Working Pattern: Hybrid

Job Type: Full Time, Permanent

Salary: Competitive, depending on experience

About the Role

An exciting opportunity has arisen for an Administrator - Health & Protection (Corporate Risk) to join a successful and growing financial services business.

The role will provide high-quality administration and support to a Corporate Risk team, working alongside advisers and more senior members of the support team to assist with both existing and new business.

This is an excellent opportunity for someone with strong administration and client service experience who is looking to develop their career within financial services.

There is also a clear opportunity for career progression, with the business supporting individuals who are keen to develop their knowledge and potentially progress towards becoming a Financial Adviser in the future.

Key Responsibilities

• Provide administrative support to assist with the management of Risk client portfolios for a range of corporate clients.
• Support advisers and colleagues with both existing and new business.
• Deal with queries from clients and advisers in a professional and timely manner.
• Assist with renewals and market reviews of corporate schemes.
• Support the provider invoicing process, including checking invoices and following up on unpaid income.
• Liaise with internal Finance and other teams regarding invoicing and income queries.
• Process membership changes within corporate schemes.
• Maintain accurate and up-to-date client records and data.
• Ensure client information is maintained in line with internal systems and procedures.
• Provide general administration and support to the wider Corporate Risk team.
• Work closely with colleagues to ensure a high standard of client service is maintained.

About You

We are looking for an organised, proactive and client-focused individual with previous experience in an administrative or support role.

You will ideally have:

• Previous experience working in a client-focused administrative role.
• Excellent telephone manner and the ability to build rapport quickly.
• Strong written and verbal communication skills.
• Excellent organisational and prioritisation skills.
• The ability to manage multiple tasks, meet tight deadlines and remain focused under pressure.
• Excellent attention to detail and accuracy.
• The ability to work effectively as part of a team while also using your own initiative.
• Good knowledge of Microsoft Office, including Word, Excel, PowerPoint and Outlook.
• A genuine interest in developing a career within financial services.

Career Development

This role would suit someone who is keen to build a long-term career within financial services.

You will have the opportunity to develop your technical knowledge and progress through established career pathways. For the right individual, this could ultimately lead towards a Financial Adviser career, with relevant industry qualifications and examinations forming part of that progression.

Benefits

• 25 days' holiday, increasing by one additional day per year up to 30 days.
• Discretionary bonus.
• Employer pension contribution of up to 7.5%, depending on employee contribution.
• Life assurance of up to 4x salary.
• Income protection of 75% of basic salary in the event of long-term sickness.
• Access to financial advice and support.
• Interest-free season ticket loans.
• Eye care benefits.
• Childcare benefits.
• Access to a shopping and lifestyle discounts portal.
• Hybrid working.
• Career development and professional qualification opportunities.

Interested in the Opportunity?

If you have strong administration and client service skills and are looking to develop your career within financial services, this could be an excellent opportunity for you.

If you feel this role could be right for you, please get in touch today to find out more and discuss the opportunity in confidence.