This fully home based, Employee Benefits Administrator job is an opportunity to join a rapidly growing financial planning firm.

You will be providing full, comprehensive administration support to their Consultants and Financial Advisors, administering group risk and medical insurances. As an Employee Benefits Administrator, your key responsibilities:

• Liaising with product product providers to obtain quotes and negotiate terms regarding group schemes
• Input plan details into client database, including scanning documents, adding emails and adding activity entries
• Prepare documentation and suitability reports
• Ensure all anti-money laundering checks have been undertaken
• Obtain illustrations, application forms and other key documentation
• Submit new business accurately and on time

The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.

Employee Benefits Administrator Requirements

• You should have 3+ years’ experience in a Financial Services Administrator role
• You should have experience in pension, group risk, medical and other corporate benefits administration
• You should have excellent knowledge of DC pensions, group risk and group PMI
• You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues

The Company

This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

Employee Benefits Administrator Benefits

• Salary of up to £35,000
• Plus company benefits including 28 days holiday plus bank holidays and birthday day off, 5% matched pension, income protection for up to 5 years, online discounts, 24hr access to a GP, 4x death in service
• Excellent ongoing employee well being programmes
• Flexible hybrid working and early finish Fridays

Locations

Home based

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