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Assistant Corporate Consultant / Employee Benefits Administrator
Salary: £35,000 - £40,000 with benefits (Job Ref AL1366)
Majority office based (Leamington Spa) but with some flexibility/home working
My client is a boutique firm of Chartered Financial Planners working in the heart of Leamington Spa. The team provide financial planning and advice to individuals, households and businesses and pride themselves on having a holistic approach with expertise in wealth and tax strategies, investment planning and corporate pensions. An exciting opportunity has now arisen within the team for an Assistant Corporate Consultant / Employee Benefits Administrator to work closely with the Employee Benefits Director.
Essential Experience
- Experience working in an employee benefits or corporate IFA support role, ideally minimum 3-5 years.
- Extensive financial services knowledge and experience.
- Strong working knowledge of corporate pensions, group life and group income protection arrangements.
- Excellent organisational and prioritising skills, with the ability to stay focused under pressure.
- Excellent verbal and written communication skills.
- Natural relationship builder.
- Able to communicate and influence at all levels.
- Highly numerate and analytical with excellent attention to detail.
- Self-motivated and able to work on own initiative.
- Team player.
- Strong IT skills, including industry specific programs along with Microsoft (Word, Excel & Outlook).
Role Summary and Responsibilities
- Preparing for client meetings in good time and identifying relevant issues.
- Completing actions that result from subsequent meetings.
- Attending selected client meetings with the Director.
- Researching the marketplace for corporate pensions and risk benefits solutions.
- Preparing recommendation reports that are clear to the client, are written in plain English and include any compliance requirements.
- Dealing with client technical queries and issues.
- Preparing draft employer and employee communications, as needed.
- Communicating with the relevant Director throughout this process is of paramount importance. Ability to understand and articulate the Directors’ requirements, flagging any concerns where appropriate.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
