Reed Financial Services are pleased to be working in partnership with a Regional based IFA firm who seek an experienced Employee Benefit administrator to join either their Bath or Cheltenham office.
In eturn a salary upto £28,000 plus comeptivebenefits and opportunity to work from home upto 3 days
In this role you will be able to provide administration support to the Employee Benefit Consultants and assist the team with duties. Striving to build stronger relationships with a bank of clients, adding value and pre-empting their specific requirements.
Your role will be wide and varied and you will act as a key member to the team forming strong relationships with the Consultants and team members. In return a competitive salary, benefits and hybrid working can be offered with genuine progression prospects.
EB Administration• Build strong, professional, lasting relationships with clients, Corporate Financial Planners and your colleagues.• Act as on-going support for all EB Clients and keep Corporate Financial Planner and Clients regularly updated on the progress of outstanding cases and dealing with any technical queries.• To actively manage existing schemes for Pensions and Health, Risk and Wellbeing (HRW) ensuring details are kept in line with FCA guidelines and maintaining service standards.• Process all new business ensuring all transactions are tracked through to accurate and timely completion, ensuring compliance filing and application set up with providers is carried out, in line with our service propositions.• Undertake all new scheme implementation for both Pensions and HRW, including preparing client invitation packs, attending client meetings, setting up the scheme with the provider.• Maintain all client data for all schemes in a timely and efficient manner and prioritise workloads effectively.• Maintain scheme membership changes including addresses, leavers, contributions, salaries, and claims.• Undertake member data requests for scheme renewals within service standards and carry out all relevant requests for quotes with providers• Assist Corporate Financial Planner with recommendation reports and workforce assessments
Experience requiredThis role is ideal for someone who has previously worked within Corporate Employee Benefit space.Hold relevant knowledge and experience as a Employee Benefit or Pensions administrator.It would be advantageous if you have worked within Auto enrolment schemes and used Intelligent Office as a back office system.Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint