Corporate Administrator Job at 360 Resourcing Solutions (Bromsgrove)

Job Description

An opportunity to join AFH Wealth Management, one of the UK's leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity and in return, you will receive a competitive salary and range of benefits. The purpose of this role is to primarily assist the Corporate Team in providing first class administration support to the IFA's and their clients.

Job Responsibility

Work closely with IFAs to deliver teams goals and targets
Complete team's invoices and monitor payments for new and existing clients
Prepare client annual governance reports and relevant packs for pension scheme members
Assist Technicians with the re-broking of existing group protection schemes
Support Technicians with processing all new business within the team and providing regular updates on progress to clients and IFAs
Maintain, monitor and assist Technicians with the smooth running of the schemes including annual governance, renewals and processing new joiners and leavers
Routinely and consistently follow company procedures and compliance requirements
Work as part of a team and accept shared responsibility

Requirements

Strong administration skills and experience, preferably in a professional services environment
Good working knowledge of Excel is essential
Knowledge of automatic enrolment legislation is preferred
Working knowledge of payroll processes or workplace pension administration is preferred
Excellent numeracy, communication and organisational skills
Excellent communication skills, maintaining a high level of professional conduct with clients via telephone, email and written communication
High level of organisational skills and ability to work to deadlines and targets
Ability to work well within a team environment

What we offer

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

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