Corporate Client Support Administrator

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 or email .