Recruiting now
| Posted: | 11/06/26 | |
| Recruiter: | EGRecruiting Ltd | |
| Reference: | 3121137551 | |
| Type: | Permanent | |
| Salary: | £23,000 Annual | |
| Location: | Stockton-on-tees, Durham | |
| Description: | Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required | |