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We are delighted to be once again working alongside a National & Leading firm of Chartered Financial Planners with offices in Cheshire, Leeds and London. An exciting opportunity is available for an Administrator to join their large offices based just outside of the Chester area. Our client is looking to recruit an additional candidate to compliment the International Employee Benefits team. The successful candidate will report directly to the Scheme Manager to ensure smooth running of various employee benefits and group pension schemes for the corporate and individual clients, the successful candidate will be responsible for;
o New business applications (following cases through to issue and payment) Claims
o Day to day queries from scheme members, employers and/or HR
o Referring any issues / technical queries to the Client Relationship Managers (CRM)
o Requesting, checking & issuing illustrations for scheme members
o Process and record changes to members personal details
o Checking and issue of policy documents to scheme members
o Processing scheme leavers and joiners
o Issue of annual statements to scheme members
o Upload monthly GPP premiums on product provider systems
o Process group scheme renewals, including requesting and checking quote and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.
o Preparation and issue of invoices to employer
o Liaising with product providers, clients and advisers as necessary
o Ensure that new and existing records, both computerised and manual, are kept up to date
o Set up clients on online benefits portal
o Manage and update online benefits portal with new joiners and member changes
o Run monthly reports from online benefits portal
o Assist with monitoring of divisional Aged Debt report
The Successful candidate will need to have previous experience working as an Administrator within a Financial Service environment, either from an IFA or Provider background. You will have solid communication and articulation skills as well a high level of competency in Excel as well as strong technical skills and attention to detail is key. Our Client is looking for a strong team player with a can-do attitude towards the daily challenges of an exceptionally busy practice who is prepared to learn and to invest time to maximise their own potential.
NJR 14541
