The main purpose of this role is to provide quality administration services to Ascot Lloyd’s corporate clients, in line with the business’ goals and service level agreements.

Responsibilities

  • Support Head of Corporate, Team Leaders and Senior Administrators with ad-hoc allocated tasks as appropriate.
  • Provide comprehensive administration services on all pension, risk and medical schemes.
  • Support hybrid advisers to provide a high-class administration service for corporate/wealth clients and scheme members.
  • Maintain detailed data records on all corporate/wealth clients and scheme members ensuring they are kept up to date at all times (Intelligent Office/Virtual Cabinet/any other back office/research system).
  • Providing general office duties for example answering telephone calls, filing, franking, opening and distribution of post.
  • Liaising with clients by telephone, in person (as appropriate) and in writing.
  • Liaising with product providers and any third parties as appropriate.
  • Compliance with all GDPR regulations.
  • Process all new business applications in a timely manner and in line with internal procedures.
  • To operate within and conform to the Ascot Lloyd’s existing and continually developing operating systems and procedures, and contribute to their further development where required.
  • Work with team members to ensure a ‘team approach’ in delivering a good service to all clients.
  • Take ownership of allocated clients within your team ensuring delivery against any agreed service level.

Experience & core skills

  • Computer literate in Microsoft Office and other applications.
  • Excellent communication skills both written and verbal.
  • Excellent attendance and punctuality.
  • Client centric in approach.
  • Organised and highly motivated.

Ascot Lloyd values

All Ascot Lloyd employees are expected to demonstrate a strong commitment to our core values:

Knowledgeable 

  • We pride ourselves on our commitment to support career development for all our employees.
  • We welcome feedback and use this valuable insight to help shape future business decisions.

Excellent

  • We aim to exceed clients’ expectations.
  • We implement comprehensive, flexible solutions to ensure they reflect the changing needs of our clients.

Trusted

  • We are dedicated to building tailored, lasting relationships, with our clients and their wider families.
  • We pride ourselves in independence to deliver unbiased solutions.
  • We respect everyone we work with internally and externally and have total confidence in our colleagues’ capabilities.

Credible

  • We are committed to building a sustainable business that preserves the wealth of our clients.
  • We do not make assumptions and take time to listen to the needs of our clients.
  • We are open and honest with each other ether as a team to deliver a consistently excellent service to our clients.
  • We honour our commitments and deliver what we say we will to our clients and everyone else we come into contact with.
Our new app is here!
Download our new ‘My IFA’ app to get access to tax calculators, financial guides, expenses tracker and more. As a client you can also get full access to the Personal Finance Portal to view your investments and valuations.

Log in to your account

Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

> Employee benefits