My Client are a Financial Planning Frim on the outskirts of Bristol, who seek a Corporate Administrator to join their existing team due to growth In return a competitive salary with genuine opportunity to progress and be supported, this isnt just admin support to the Director and an other adviser but invovles client interation.

KEY RESPONSIBILITIES AND ACCOUNTABILITIES

Working in collaboration with colleagues in the Corporate Benefits team and other colleagues, you will maintain and manage client records, process scheme new business, renewals and alterations, and deal with email, telephone and written enquiries from schemes and scheme providers, prepare valuations and other letters and issue all correspondence in line with company policy. The role will involve promoting the company’s services in a professional and FCA compliant manner.

Specific responsibilities

To provide a full end-to-end benefits administration service to a bank of clients, focused on group risk and pension solutions. Specific services will be defined by the Corporate Service Agreement but may include:
Scheme set up – ensuring correct processes are followed, providing relevant employee communication support Scheme renewal – processing scheme renewals in a timely fashion
Remarketing, rebroking, redesigning scheme structure and benefits
Scheme report writing, with all reports then passed to adviser for final sign off
Overseeing or managing scheme benefit claims
Preparing for, attending and writing up Scheme Governance Committee Minutes
Preparing for, attending and writing up any other formal presentations as required
Scheme invoicing and CSA reviews/updates, together with scheme debt management
Preparing, developing and updating scheme specific communications, including updates, newsletters, presentations to ensure ongoing education and awareness of benefits offerings/change; communication formats will include emails, mailings, web sites, and webinars.
Managing scheme-specific additional services – Auto Enrolment support, Salary Exchange support
Develop good working relationships with relevant client personnel; e.g. HR
Director/Manager/Administrator, Payroll, Finance Team, as agreed with client
Acting as first port of call for any ad hoc scheme queries, ensuring that responses are timely and accurate
Undertaking regular market due diligence of products and providers relevant to the services we offer
Maintaining working contacts with providers we use
Maintain Customer back office system and manage client records in an orderly fashion using relevant systems. Ensure client information on internal systems is maintained and up to date in order to meet general compliance standards
Ensure that all compliance paperwork is present and in order
Regular meetings with Planner to discuss work in progress

Relevant skills and knowledge

Relevant Employee/ Corporate benefit experience, knowledge of Group risk and pension solutions.
Be working to or maintain a basic technical knowledge and qualification for the role being undertaken.
Detailed knowledge and understanding of the firm’s record-keeping requirements
Computer Skills – competent in the use of relevant packages including Word and Excel
Excellent attention to detail, good organisation and time management skills
Good communication skills whether this is written, face-to-face or over the phone

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