Corporate Schemes Administrator Financial Planning Altrincham



Corporate Schemes Administrator – Financial Planning          J-727


£24,000 to £26,000

The Company

  • Award winning Chartered Financial Planning firm, part of a Group with expertise in insurance, mortgages and financial planning for individuals, companies and sports professionals.

The Role

  • The Corporate Scheme Administrator is responsible for the production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants.

Principal Accountabilities

To ensure the smooth running of the various employee benefits and group pension schemes for corporate and individual clients whilst delivering and excellent service.

To conduct research and ensure that the most cost effective and appropriate policies are selected at renewal making sure that all policies are in line with current legislation

To administer all joiners and leavers into the scheme and ensuring payment files are maintained

To liaise with clients and insurance companies in respect of general and technical queries, including claims on behalf of clients

To clearly understand the make-up of all group schemes and the service that you are required to deliver to each client

Assist in the creation of procedure documents for all elements covered under the Group Team; ensure that processes and procedures are clearly understood and followed at all times.

Manage your workload ensuring that activities are dealt with within agreed SLA’s and consultants are updated with any delays / progress on cases where appropriate

Building relationships with the consultants and ensuring that you provide a good level of service to them to enable the building of good commercial relationships with clients

Liaise with Insurance Companies in relation to product updates and launches of new products, ensure that consultants are kept up to date with changes

Ensuring that Intelligent Office is used effectively and accurately by the team and that client records are kept up to date with all relevant information

Essential requirements

GR1 – Group Risk CF4 & CF1 or CF4 & FA2 Intermediate Word & Excel skills PC Literate

Excellent communication skills

Previous financial services administration experience in the group scheme area

Desirable Requirements

Certificate in Financial Planning

Knowledge of Intelligent Office

Vision Understanding the vision of the business to become a major player in the financial services sector and your own part in ensuring the Company reaches its goals Commitment

Commitment to developing in your own role and to delivering first class service to clients

Delivering on the service promises to all clients in a proactive and ordered manner Innovation

Contribute to new ideas and new ways of working to ensure we bring greater benefit to clients

Ensuring that you keep your knowledge and skills up to date in an ever changing market. Being adaptable in how you approach and deliver on objectives & goals

An ability to interact well with colleagues and make it a fun place to work


To apply for this position please call the office on 0161 973 0133 or email

View More Opportunities in Financial Planning Here!


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