Corporate Technical Support; Trainee Advisor

Corporate Technical Support (Trainee Advisor)

O'Connor & Co (Financial Services) Ltd has been providing reliable financial advice for over fifty years. The firm specialises in investments, protection, personal and workplace pensions, as well as employee benefits. Located in Northamptonshire, we are committed to serving the needs of individuals and businesses in the region. Our focus is on helping clients make informed financial decisions to secure their future.

This is a full‑time on‑site role for a Corporate Technical Support (Trainee Advisor) based in Northampton. The selected candidate will assist with providing technical support to ensure the smooth delivery of all corporate benefits including Group Life, Workplace Pension and report writing. You will join our growing team at our office in Northampton with potential for occasional home working after probation (subject to pre‑agreement and business needs).

You will work with a team of experienced administrators, advisors and paraplanners to learn our methods while acting as the point of contact for clients.

• Support the Advisors and Consultants with all administration duties required for employer meetings and presentations.
• Write reports, including research and store all documents on the back‑office system.
• Request governance reports, bulk data and copy workforce data from providers as well as member data from Employers and Payroll to update records and process renewals.
• Obtain terms from providers for schemes that are re‑enrolling or renewing and evaluate/ negotiate with all service providers for the best possible terms while managing renewal timelines and deadlines.
• Carry out annual management charge reviews for schemes at re‑enrolment and liaise with the Pensions Regulator to ensure declarations are completed on time.
• Manage/update auto enrolment review processes and record through central records.
• Conduct monthly fund research via third‑party research tools to maintain up‑to‑date information and append documents.
• Upload and administer schemes as well as provide output files as required by the employer.
• Produce and distribute re‑certifications for schemes in line with 18‑month rules.
• Complete re‑declaration of compliance to keep employers in line with their duties.
• Handle general workplace enquiries, including processing nominations forms, queries from employers about scheme rules and supporting follow‑up actions from member meetings.
• Manage enrolments and determine employee eligibility, coordinate leaves of absence, process claims or requests.
• Ensure timely payment of monthly premiums and support employers with issues.
• Handle all benefit compensation and reimbursement procedures as needed.
• Communicate with employees regarding their benefit options as needed.
• Collaborate and maintain professional communication with employers and other third‑party professionals as required.

• Previous experience in IFA / Wealth management practices or Employee Benefits organisation – minimum 2 years.
• Basic knowledge of Financial Services including pensions.
• High level of Maths + English (GCSE Level 5 / C or above).
• Willingness to learn and develop within the role / own skills.
• Good experience and demonstration of attention to detail.
• Ability to manage own workload whilst meeting deadlines.
• Confident telephone communication skills and willingness to deal with clients, providers and employers.
• Good working knowledge of Microsoft Excel and Word.

• Administering corporate pension / Employee Benefit schemes including setting up new schemes.
• Knowledge of employee benefits including DIS, PMI, Private Health + cash plans.

• Strong Technical Support and Troubleshooting abilities to resolve any client or system issues.
• Customer Support and Customer Satisfaction skills to address inquiries and ensure a positive client experience.
• Excellent Interpersonal Skills for working collaboratively with team members and clients.
• Good communication skills, attention to detail, and a problem‑solving mindset.
• Willingness to learn and develop skills in financial services advisory.

• Internship

• Full‑time

• Information Technology