Company

Optima RecruitmentSee more

addressAddressWeybridge, Surrey
CategoryAdministrative

Job description

Overview:

Our client is a leading employee benefits firm, who provide personalised and comprehensive financial planning solutions. They have a passion for helping individuals achieve their financial goals and a strong commitment to excellence.

They are seeking an engaged and motivated Corporate Administrator who is keen to develop their skills as part of a friendly organisation in an innovative, rapidly growing business.

Short Benefits:

  • Based in Weybridge
  • £33,000 – £35,000
  • Hybrid working
  • Full time

Job specification:

  • Deliver an efficient, technical administration support service to the corporate advisers
  • Dealing with queries from clients, advisers, colleagues and product provider
  • Maintaining and monitoring the running of accounts
  • Processing of new joiners to pension schemes
  • Updating the database and ensuring that client files are maintained
  • Identifying all commission payments and ensuring that premiums have been paid
  • Providing a seamless service is provided to our clients

Person specification:

  • Enthusiastic individual
  • Worked for 2+ years in a corporate sale support role
  • An excellent knowledge of Group Risk schemes
  • Direct knowledge of a range of benefit products including GPP, GSHR, GDIS, GIP, GPMI Group Travel & Dental and GCIC
  • Good knowledge of regulatory & TCF requirements
  • Experience of auto enrolment and sound rebroke knowledge
  • Excellent client services and administrative skills
  • An ability to build and develop effective working relationships both internally and externally
  • An inherent dedication for quality, high standards and detail
  • A “can do” attitude, determination and a readiness to roll up your sleeves
  • Collaborative, solutions-driven and able to work autonomously

Desired skills:

  • GR1 – Group Risk qualification from the Chartered Insurance Institute

Additional Information:

  • Based in Weybridge
  • £33,000 – £35,000
  • Hybrid working
  • Full time
  • Access to ongoing professional development and training
Refer code: 3359945. Optima Recruitment - The previous day - 2024-05-18 06:29

Optima Recruitment

Weybridge, Surrey
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