Purpose of the role: To provide comprehensive administrative services to support the delivery of an efficient service to corporate clients as set out within the procedures of the organisation. Skills & Knowledge: To hold a relevant appropriate qualification or be willing to work towards one Have detailed knowledge of the FCA and the record keeping requirements of the organisation. Responsibilities: Keep up to date with new products, technical or legislative changes within the marketplace Comply at all times with internal procedures Comply at all times with the requirements of the Financial Services & Markets Act 2000, and the FCA’s Senior Managers & Certification Regime Have awareness of FCA initiatives such as Consumer Duty Specific Responsibilities: To work within the team providing services in corporate clients connection with workplace pension schemes, group risk schemes (i.e group life assurance, group income protection) and private medical insurance schemes / cash plans. Specific tasks to include but not limited to rebroking group risk and private medical insurance plans, processing renewals, processing claims and checking accounts, preparing on behalf of adviser for meetings and picking up action points from these meetings. To provide accurate and timely administrative support to group pension and employee benefit schemes ensuring compliance with internal and statutory requirements. To operate as a member of the Corporate Services administrative team, including liaison with Advisers and other staff as required, to ensure all administrative activity is completed accurately and on time. To maintain accurate and up-to-date computer records in order to support business activity effectively. To ensure documentation is issued in line with all compliance requirements. Maintain good working relationships with customers, providers, clients and colleagues. Other ad hoc duties as required to support the activity of the corporate administrative function. To adhere to the principles of Consumer Duty as determined by the Board. Notify the Compliance Manager immediately of all complaints received. To adhere to the Company’s Data Protection policy and other regulatory requirements. Promote the image and the quality of the standard of service set by the Company