Job Title: Employee Benefits Administrator

Location: Bristol

Salary: £30,000 - £35,000

This role is with a well-respected firm of Financial planners that have an excellent reputation within the industry. to grow over the last few of years and have advisors across the country throughout several offices. The business is split between providing bespoke Independent Financial Advice as well as having a broad corporate employee benefits offering.

Due to this, they handle a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, Group Risk and GPP.

The role would focus on the corporate cases and would involve working within the employee benefits team supporting the corporate financial planners at the firm. They offer a good level of flexibility and this role can be mostly remote-based, as such they are looking for someone who can work autonomously and is comfortable within this type of role.

Being a bigger firm that provide employee benefits, there is a strong remuneration package on offer and they provide a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance to build a career with them.

Responsibilities:

• Providing support to their experienced Corporate Adviser
• Dealing with a variety of protection schemes including PMI, Group Life
• Liaising and chasing with product providers, clients and advisers
• Preparing suitability letters for scheme renewals
• Updating back office systems
• Preparing client documentation
• Any ad-hoc administrative tasks

Requirements:

• Previous Financial Services experience
• Experience working within an Employee Benefits position desirable
• Comfortable dealing with clients, advisers and providers
• Excellent skills in both written and verbal communication
• Willingness to develop and undertake industry relevant qualifications
• Excellent time management and organisational skills
• Proficient using back office systems, provider platforms and other IT systems

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.