A fantastic opportunity to join one of the UK's leading financial advisory and wealth management firms.
Reporting to Bromsgrove with hybrid working flexibility.
Full-time with a permanent contract.

EB / Corporate Support Specialist will deliver support and administration for group and risk based advice areas.

EB / Corporate Support Specialist - Key role responsibilities

• Articulate our services within a fee agreement and present to advisers within a suitable time frame
• Evaluate existing pension arrangements and determine ongoing automatic enrolment compliance
• Support advisers and clients with any scheme rectification work required
• Arranging conference calls with scheme and payroll providers and clients if deemed necessary
• Completing coherent annual governance reports
• Support clients with their ongoing automatic enrolment duties
• Monitor the progress of re-enrolment and re declarations
• Liaise with the relevant scheme providers
• Overseeing pension uploads for allocated schemes
• Overseeing scheme specific member communications
• Ensuring Group Risk cover remains suitable through Whole of Market and Renewal research
• Supporting clients with queries relating to their cover
• Updating client information with the providers
• Provide technical support and guidance to advisers when making the recommendation

EB / Corporate Support Specialist - Candidate requirements

• A solid understanding of group scheme / corporate financial products and their provider processes
• Knowledge of Auto-enrolment legislation
• A high level of accuracy and attention to detail
• A high level of understanding in working with Microsoft Office and a good working knowledge of Excel
• Establishing and developing good working relationships with clients
• Ability to work effectively within a team.

EB / Corporate Support Specialist - Benefits available

• Training and qualifications - Support and funding to undertake professional qualifications
• Contributory pension scheme, and death-in-service benefit
• Competitive salary and annual bonus
• Health benefit scheme - including digital gym subscriptions, dental and optional treatments and alternative therapies
• Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
• Enhanced Maternity, adoptive and paternity pay
• Social events

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.