Corporate Employee Benefits Administrator
About the job
Our client is a multi-award-winning IFA firm that specialises in providing both personal and corporate financial advice to business owners and other individuals of high net worth.
Its advisers combine an excellent working knowledge of all areas of advice with their own personal specialism. Under the one roof, they offer a comprehensive range of services - investment, mortgage planning, employee benefit schemes, and wealth management. They now have an urgent requirement for a Corporate Employee Benefits Administrator
The key function of the role is to proactively deliver an efficient, technical administration support service to the Corporate Advisers, alongside the provision of excellent service to the firm's corporate pension clients currently around 170.
To deal with queries from clients, Advisers, colleagues, and Product Providers, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
To maintain, monitor, and oversee the smooth running of accounts, including: -
- Identifying scheme renewals and ensuring Provider information is received prior to the renewal date
- Underwriting requests are followed through and the client regularly updated
fees chased in line with operational procedures.
- checking that premiums have been paid within one month of renewal and chased accordingly.
- All commission payments following scheme renewals are identified and claimed
processing of new joiners to pension schemes.
- To ensure that the information on the database is accurate and up to date and that client files are maintained according to company standards.
- To work as a team with advisers and administrators in order to ensure a seamless service to clients.
Any other tasks as deemed appropriate to the ongoing development of the role.
In return, there is a highly competitive salary negotiable depending on experience and an excellent benefits package. If you have the skills we seek please do send through your CV today.
Good IT skills covering Outlook, Word, Excel, and back-office systems
Good knowledge of regulatory requirements & TCF
Excellent knowledge of operational process and procedures and company service standards • GR1
Experience within a corporate sales support role within financial services
Excellent knowledge of Group Risk schemes
Experience in Auto Enrolment
Good knowledge and technical awareness of Employee benefits products (i.e. GPP, GSHR, GDIS, GIP, GPMI Group Travel & Dental, GCIC)
A proven commitment to delivering excellent working practices and client service
Sound rebroke knowledge and experience
Excellent administrative planning and organisational skills
Effective time management
Excellent communication skills, both written and oral
An excellent team player with an adaptable and flexible approach to work
Excellent customer service skills
Ability to build and develop effective working relationships both internally and externally
Accurate keyboard skills
Good analytical skills
Good attention to detail
£30,000 - £35,000 per annum, negotiable
Financial Careers Ltd is recognised as one of the Financial Services industry’s fastest-growing recruitment agencies. With nationwide coverage, we have the capacity to build meaningful, long-lasting relationships with our clients and candidates. We are dedicated to providing you with sound career advice, finding solutions and solving recruitment problems.
We specialise in recruiting for the Financial Services industry and cover a wide range of roles and skillsets. Including, but not limited, to Financial, Mortgage Advisers, Paraplanners, Administration, Sales, Executive Support, Marketing, Operations, Compliance, Pensions, Employee Benefits, Business Development, IT, Digital, Project Management, and Business Transformation.
We cover permanent, contract and interim positions. Whether you are a client or a candidate, we pride ourselves on being honest, realistic and straightforward to deal with.
All of our consultants have many years of recruitment experience and excellent knowledge of the UK Financial Services industry. Please get in contact with us today.