Employee Benefits Administrator

Employee Benefits Administrator – Client Services

• Location: Glasgow city centre (3 days in office / 2 days remote)
• Hours: 35 hours per week

Join our client’s dedicated team as an Administrator in Client Services. In this role, you’ll be pivotal in supporting their planners to maintain and enhance their portfolio of employee benefits clients. This position is perfect for someone who thrives in a dynamic environment and is committed to delivering exceptional service.

Key Responsibilities:

• Prepare documentation for client appointments and meetings.
• Perform general office duties such as 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.

Skills & Qualifications:

• Minimum of 2 years’ experience in the Financial Services industry, including exposure to employee benefits.
• Knowledge of group risk and protection is 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.

Benefits:

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

How to Apply:

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

If you are looking to further your career within a dynamic environment, please submit your CV to avoid disappointment. If you have any questions, please contact Pauline Low at REED on .