Employee Benefits Administrator - group risk and protection

• Location: Birmingham city centre - 3 days in office / 2 days at home
• Hours of Work: 35 hours per week

Join our dedicated team as an Administrator in Client Services, where you will play a crucial role in supporting our planners to maintain and enhance our portfolio of employee benefits clients. This position is ideal for someone who thrives in a dynamic environment and is committed to delivering exceptional service.

• Prepare documentation for client appointments and meetings.
• Undertake general office duties including filing, handling post, and managing stock and order systems.
• Complete client reports and send prepared investment information/reports to clients.
• Respond to client administrative inquiries via face-to-face, telecommunications, or letter.
• Develop and maintain processes to support paraplanners and financial advisors.
• Ensure the integrity of ‘Model Office’ processes and databases.
• Liaise with policy providers for policy details, obtain policy illustrations, and process new business applications tracking them to completion.
• Maintain accurate client information databases and communicate outcomes from provider liaisons.
• Assist with the retention and development of client relationships and the identification of new clients.

• Minimum of 2 years’ experience in the Financial Services industry, including exposure to employee benefits.
• Group risk and protection knowledge required
• Excellent secretarial and numeracy skills with a high degree of accuracy.
• Strong interpersonal and organisational skills.
• Proficient in Microsoft Word and Excel.
• Desirable knowledge of Model Office and NVQ Level 3 in Business Administration.

• Competitive salary 
• Opportunities for professional development and career advancement.
• Death in Service cover at eight time's your basic salary subject to any caps and rules of the scheme
• Pension Scheme with Aviva with Employer contributions of 8%, minimum employee contributions of 3%
• You will accrue 33 days holiday inclusive of 8 bank holidays. This will increase by 1 day for each year of service up to 36 days
• Supportive team environment focused on achieving high-quality outcomes.

To apply for the Administrator – Client Services position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role. Your application should demonstrate your ability to deliver excellent client service and your proficiency in managing detailed administrative tasks.

This role offers a unique opportunity to contribute to a team that values professionalism and client satisfaction. Join us in making a difference in the lives of our clients and their employees.