Financial Administrator

Client Experience Administrator - Health & Protection (Corporate Healthcare)

Location: London / Weybridge

Working Pattern: Hybrid

Job Type: Full Time, Permanent

Department: Corporate Benefits

Salary: Competitive, depending on experience

About the Role

An exciting opportunity has arisen for a Client Experience Administrator - Health & Protection (Corporate Healthcare) to join a successful and growing financial services business.

The role will provide high-quality administration and support to a Corporate Healthcare team, assisting advisers and more senior members of the support team with both existing and new business.

This is a great opportunity for someone with strong administration and client service experience who is looking to develop their career within corporate healthcare, employee benefits and financial services.

Key Responsibilities

• Provide administrative support to assist with the management of healthcare client portfolios for a range of corporate clients.
• Support advisers and senior members of the team with existing and new business.
• Respond to queries from clients and advisers in a professional and timely manner.
• Support the renewal and market review of corporate healthcare schemes.
• Assist with the provider invoicing process, including checking invoices and following up on unpaid income.
• Liaise with Finance and other internal teams regarding invoicing and income queries.
• Support the processing of membership changes within corporate healthcare schemes.
• Maintain accurate and up-to-date client records and data.
• Ensure client information is maintained accurately and in line with internal processes.
• Provide general administration and support to the wider Corporate Healthcare team.
• Work collaboratively with colleagues to deliver a high standard of client service.

About You

We are looking for an organised, proactive and client-focused individual with experience in an administrative or support role.

The successful candidate will ideally have:

• Proven experience working in a client-focused administrative role.
• An excellent telephone manner and the ability to build rapport quickly.
• Excellent written and verbal communication skills.
• Strong organisational and prioritisation skills, with the ability to manage multiple tasks and meet tight deadlines.
• Excellent attention to detail and accuracy.
• The ability to work effectively as part of a team while also working independently and using your own initiative.
• Good knowledge of Microsoft Office, including Word, Excel, PowerPoint and Outlook.
• A genuine interest in developing a career within financial services.

Career Development

This role offers an excellent opportunity for someone who is keen to develop their career within the financial services sector.

The business offers established career pathways and supports individuals who are keen to develop their technical knowledge and potentially progress towards becoming a Financial Adviser in the future.

Progression may involve a commitment to completing relevant industry qualifications and examinations within agreed timescales.

Benefits

• 25 days' holiday, increasing by one additional day per year up to 30 days.
• Discretionary bonus.
• Employer pension contribution of up to 7.5%, depending on employee contribution.
• Life assurance of up to 4x salary.
• Income protection of 75% of basic salary in the event of long-term sickness.
• Access to financial advice and support.
• Interest-free season ticket loans.
• Eye care benefits.
• Childcare benefits.
• Shopping and lifestyle discounts.
• Hybrid working.
• Career development and professional qualification opportunities.

Interested in the Opportunity?

If you have strong administration and client service skills and are looking to develop your career within corporate healthcare and financial services, this could be an excellent opportunity for you.

If you feel this role could be right for you, please get in touch today to find out more and discuss the opportunity in confidence.