Corporate Administrator

CORPORATE ADMINISTRATORPRESTON£24K - £26K

The key purpose of this role is to provide administrative support to our corporate advisers. You will be a point of contact for our corporate clients whilst providing an excellent customer service to both adviser and client.

The Corporate Administrator will support between one and three Corporate Consultants, dependant upon their revenue production and client profile.

If youre the right kind of administrator to join us, youll find a company:

• That wants you to be a success and will do everything we can to make it happen
• That will invest heavily in your professional development and keep you at the leading edge of technology
• That is going from strength-to-strength every year, and want you to be a part of that
• That provides the reassurance and security of being an integral member of the Swiss Life Group

Responsibilities

• To produce all relevant paperwork for the client / member, on behalf of the Adviser, including, quotations and announcement packs.
• To process all new business documentation in accordance with Chase de Veres Legal & Regulatory and Operational processes and procedures, including the accurate loading of business onto back office systems.
• 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 proactively deliver a high level of technical support and excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
• 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.

Experience and skills

• Qualified to A-Level standard or equivalent essential
• Good communication skills, both verbal and written, with the ability to instil confidence
• Excellent planning and organisational skills, with a proactive approach to the role and management of your individual workload
• Excellent attention to detail
• Experience within a corporate sales support role within financial services would be advantageous

WHAT'S IN IT FOR YOU?

• By joining Chase de Vere, youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.
• • Opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
  • Employee Assistance Programme with access to a 24/7 helpline
  • Access to our free mortgage service, through our internal mortgage team
  • Our Employee Forum and Diversity & Inclusion group
  • Local and company wide events in support of our company charities

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Location: Fulwood, GB

Posted Date: 12/23/2024