Corporate Manager

Corporate Manager


Financial Services

£30,000 - £35,000


·        Hours Mon-Thur 9-5 (some flexibility 8-4) Friday 8-3  *4 days considered
·        Some hybrid working possible
·        Bonus
·        Pension (will match up to 6%)
·        DIS
·        Critical Illness cover
·        Private Healthcare
·        Health Cashplan
·        Free parking
·        Annual Teambuilding event
·        Study support


Due to an internal restructure, our client in Teesside, is seeking to recruit a Corporate Manager. The individual will assist the Corporate Director/Adviser and will be responsible for a portfolio of corporate clients.

Whilst this is a full-time role, consideration will be given to experienced candidates looking to work 4 days per week.


•        To maintain and strengthen relationships with all corporate contacts and deal with any enquiries efficiently and in a timely manner
•        To ensure the effective administration of group pension and group risk arrangements
•        To assist the Corporate Director in providing compliant advice and consultancy services
•        To assist the Corporate Director to deliver advisory and administrative services in a profitable manner making use of technology solutions
•        To assists the Corporate Director in securing and building advisory relationships with new clients
•        To identify and report to the Corporate Director any service issues which need addressing
•        Preparation of group risk reports, pension governance reports including analysis of employee demographics, investment performance and key legislative and regulatory changes
•        To create and communicate effective marketing campaigns to existing and new corporate clients
•        To manage resource within the team
•        To provide training, development and workflow management for the Corporate Administrator and any future team members
•        Provide holiday cover for any team member, as required
•        To liaise with Clients, Partners, and staff within the Company in an open, professional, and co-operative manner, at all times
•        Any other relevant duties

·        DipPFS (or equivalent) essential

  • Extensive experience within a Corporate/Employee Benefits role
  • Experience in working with Intelliflo essential
  • Good display of leadership skills
  • Ability to motivate a team, develop their skills and encourage teamwork
  • Nurture an environment where processes and procedures can be challenged and improved
  • Excellent interpersonal and communication skills
  • Excellent analytical skills and work in a structured and planned manner
  • Must be confident in dealing with clients both over the telephone and face to face
  • With support, reflect on work practices, identify learning and development needs and take steps to develop own knowledge and skills as required
  • A positive attitude to work regularly demonstrated
  • Developing self and others

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