Service Care Solutions are recruiting on behalf of a well‑established and growing Wealth Management firm for a Corporate Client Support Administrator to join their Corporate Client Support team.
Location: Stockport• Contract: Permanent• Salary: £28,000 – £30,000 per annum• Start Date: Flexible• Hybrid Working.
Key Responsibilities
* Support Corporate Financial Planners with the implementation and ongoing administration of employee benefit schemes.
* Process pension and protection business accurately and efficiently.
* Maintain and update client records using back‑office systems.
* Ensure pension scheme assessments and contribution processes are completed accurately and on time.
* Prepare documentation and obtain information for client meetings where required.
* Liaise with clients, providers, and third‑party professionals.
* Ensure all administration is completed in line with company procedures and FCA requirements.
* Assist with business projects and process improvement initiatives.
* Maintain accurate records and support positive client outcomes at all times.
Candidate Criteria
* Previous administration experience, ideally within Financial Services, Employee Benefits, Pensions, or Wealth Management.
* Strong organisational and time management skills.
* Excellent written and verbal communication skills.
* Good working knowledge of Microsoft Word, Outlook, and Excel.
* High attention to detail and ability to manage multiple priorities.
* Client‑focused approach with a professional manner.
* Financial Services qualifications are beneficial but not essential.
* A desire to develop a career within Wealth Management or Employee Benefits.
Benefits
* 25 days annual leave plus bank holidays.
* Option to purchase up to 5 additional holiday days.
* 6% employer pension contribution.
* Life cover (4x salary).
* Private Medical Insurance following successful completion of probation.
* Participation in the Employee Benefit Trust (EBT).
* Discretionary annual bonus scheme.
If you are interested in this role, please contact Greg at Service Care Solutions on 01772208969 or email greg.waite@servicecare.org.uk.
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