Financial Services

Risk Administrator / Administrator

Expired
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Job Title: Risk Administrator – Hybrid Working

Location: London / Hybrid Working

Salary: Competitive

Job Type: Permanent, Full-time

Punter Southall Aspire is a major investment and savings business that blends a strong customer focused culture with a modern technology-led outlook.

Uniting employee benefits and individual financial advice, we work with employers, trustees and private clients through our regional UK offices to design and manage solutions that meet their unique needs.

About the role:

The role will support our Group Risk consultants with providing a high-quality service to our corporate clients.

Following internal processes and undertaking routine tasks, the Associate is responsible for administering a portfolio of clients, keeping records up to date and accurate.

As well as the consultants and other admin support team members, you will be dealing directly with assigned clients building relationships providing ongoing support.

Key Responsibilities:

  • Proactively manage own workflow and follow processes to meet deadlines
  • Obtaining, reviewing and preparing data from clients and providers
  • Obtaining and reviewing quotations & assisting in drafting reports
  • Attending meetings with consultants as necessary – including minute taking
  • Answering client and member queries, by email and phone – helping to resolve basic issues and improve the member experience
  • Liaising with clients, providers and consultants to ensure the smooth running of clients’ schemes
  • Using internal client management systems, such as Intelligent Office and Microsoft Office products and other in-house systems
  • Recognising possible improvements in processes and suggesting these to your line manager
  • Accurately completing and maintaining relevant records, including scanning and filing documents correctly
  • Completing all mandatory compliance and group training
  • At all times working in line with the governance and operating requirements of Punter Southall Aspire, while meeting the Financial Conduct Authority’s Treating Customers Fairly, conduct risk and compliance requirements
  • Adhering to all relevant data protection and information security policies and procedures of Punter Southall Aspire and the Punter Southall Group

About you:

  • Ability to work well as part of a team
  • Proactive, self-motivated, and positive approach to work
  • Agile and flexible approach to work, to meet changing priorities and deadlines
  • High degree of accuracy and attention to detail, both written and numerical with confidence and pride in work
  • Well-developed written communication skills, able to construct logical, clear and concise documentation appropriate to given audience
  • Able to communicate clearly with clients, colleagues and providers

Skills and Experience:

  • Experience of working in financial services or employee benefits is essential
  • Good administrative knowledge of Group Risk products
  • Able to work with a client focused approach and develop trusting and credible partnerships with clients both face-to-face and via the telephone or video calling
  • Able to identify and suggest solutions to problems
  • Demonstrates a business acumen and ability to recognise and work towards meeting the interests of clients and Punter Southall Aspire
  • Able to manage conflicting demands on time and to work to tight deadlines to meet obligations

Qualifications:

  • Ideally educated to at least A Level or equivalent standard
  • Strong Maths and English skills as evidenced through GCSE, A Level or equivalent qualification
  • Willing to study towards relevant industry qualifications

If you are interested in this role and would like to know more, you can access the job description by clicking the APPLY button to be redirected to our site.

Candidates with the relevant experience or job titles of; Office Administrator, Administrator, Office Administration Assistant, Administration Clerk, Administrative Assistant, Office Coordinator, Business Administrator, Support Administrator, Risk Support, Pension Administrator, Investment Administrator may also be considered for this role.

How can we help?
How can we help?

If you have any questions and you would rather chat to a member of our team please email or call us about this role.

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