| Description: |
About the Role We are looking for an organised and detail-focused Corporate Administrator to join our corporate department on a full time, office-based basis. You will provide essential administrative support to advisers and the wider team, helping to ensure client files, correspondence and processes run smoothly and accurately. Key Responsibilities Client & File Administration - Prepare, process and maintain client files and records, ensuring accuracy and compliance with company procedures.
- Support advisers with the preparation of client documentation, reports and correspondence.
- Input and update client data across internal systems and databases.
- Ensure documentation is filed, tracked and retrievable in line with regulatory requirements.
Group Schemes Administration - Provide ongoing administration of group pension schemes, including member updates, contributions and renewals.
- Administer other group risk schemes (e.g. group life, income protection, private medical insurance), liaising with providers as required.
- Keep scheme records accurate and up to date, and respond to member and employer queries relating to group schemes.
Correspondence & Communication - Handle incoming and outgoing correspondence relating to client and corporate matters.
- Liaise with clients, providers and third parties by phone and email in a professional manner.
- Draft routine letters, emails and administrative communications.
Process & Compliance Support - Support the corporate department with day-to-day administrative processes and workflows.
- Assist with the preparation of reports, valuations and meeting packs.
- Help ensure processes meet internal compliance and regulatory standards.
- Provide diary management and scheduling support for advisers and meetings.
Skills & Experience - Previous experience in an administrative role, ideally within financial services or a corporate environment (essential).
- Strong attention to detail and high level of accuracy.
- Excellent written and verbal communication skills.
- Well organised, with the ability to manage multiple tasks and deadlines.
- Confident using Microsoft Office (Word, Outlook, Excel) and client database systems.
- Understanding of confidentiality and data protection requirements.
- Experience with financial services processes or terminology is desirable.
Personal Attributes - Methodical, accurate and detail-oriented.
- Reliable, professional and trustworthy with sensitive information.
- Proactive, with a willingness to take ownership of tasks.
- A strong team player who works well under guidance and independently.
What We Offer - Competitive salary, dependent on experience.
- Full time, office-based role within a supportive team, one day work from home per week will be offered after successfully completing probation
- Opportunity to develop within the financial services sector.
- Group Pension Scheme
- 20 days holiday (rising to 25 according to length of service)
- Christmas shut-down
- Group Medical Benefits
- Group Life
- Group PHI
Company Culture At Radcliffe IFA, we're a close-knit team built on trust, integrity and genuinely caring about the people we work with - both our clients and each other. We take pride in our professional, polished environment while keeping things approachable and friendly day to day. We support one another, value initiative, and believe good work deserves recognition. If you're looking for a workplace where your contribution is noticed and your career can grow, you'll feel at home here.  |
