Job Description – Corporate Financial Administrator
Corporate Financial Administrator
Location: Stockton on Tees
Company: Prismatic Wealth Limited
Type: Full-Time or Part-Time
Salary: £23,000
About Us:
Prismatic Wealth Limited 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, within our Corporate Department we offer a range of group schemes designed to meet the needs of organisations and their employees. We are currently seeking an enthusiastic and detail-oriented Financial Administrator to join our Corporate Department, focusing on group schemes.
Job Overview:
As an Entry Level Financial Administrator in the Corporate Department, you will support our team in managing and administering various group schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial services within a corporate setting.
Key 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 enquiries and provide exceptional customer service regarding their group scheme benefits.
- Coordinate 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.
Qualifications:
- A keen interest in finance and a desire to learn about corporate group schemes and employee benefits.
- Strong organisational skills and attention to detail 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.
What We Offer:
- 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.
Benefits:
- 25 days holiday (rising with length of service) plus Bank Holidays
- Company pension
- Life insurance, Critical Illness and Health Cash Plan
- Free parking
How to Apply:
If you are excited to launch your career in financial administration and contribute to a team dedicated to corporate client success, we want to hear from you! Please submit your CV and a cover letter expressing your interest in the role to vicky@prismaticwealth.co.uk by Friday 29 May 2026.