Posted: 11/06/26
Recruiter: EGRecruiting Ltd
Reference: 3121137551
Type: Permanent
Salary: £23,000 Annual
Location: Stockton-on-tees, Durham
Description:
Benefits:
Mon-Thur 9am-5pm, Friday 8am-3pm
25 days holiday (rising with length of service) plus Bank Holidays
Pension
Life insurance
Critical Illness
Health Cash Plan
Free parking
Role:
Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes.
On offer is:
Comprehensive training and mentorship, from experienced professionals within the corporate finance sector
Opportunities for career advancement and professional development within the firm
A supportive, dynamic, and collaborative work environment
As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting.
Responsibilities:
Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications
Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements
Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings
Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits
Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise
Support the development and implementation of internal processes to enhance efficiency within the corporate department
Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team
Candidate Requirements:
A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits
Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment
Excellent communication skills, both written and verbal, with a focus on client service
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications
Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting
Relevant qualifications are advantageous but not required
