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- Flexibility: Enjoy the freedom of hybrid working.
- Support for Growth: Pursue professional qualifications, fully supported by the company.
- Career Progression: Illuminate your career path with opportunities for growth and development in a supportive environment.
- Comprehensive Benefits: Start with 25 days of holiday (plus bank holidays) and earn up to 30 days with tenure.
- Collaborative Culture: Work alongside a team that values kindness, reliability, and teamwork, creating an environment where your contributions are celebrated.
- Service Existing Schemes: Respond to member and HR queries, handle general administration, and ensure auto-enrolment compliance.
- Prepare and Deliver Annual Reports: Assist in preparing and presenting annual/governance review reports for assigned accounts.
- Client Onboarding & Scheme Re-broking: Support the onboarding of new clients and assist with scheme re-broking where applicable.
- Client Relationship Management: Develop and nurture strong relationships with client contacts.
- Day-to-Day Scheme Administration: Manage the day-to-day administration of Group Personal Pension schemes.
- Maintain Internal Records & Processes: Ensure accurate and timely recording of internal records and processes.
- Stay Informed on Industry Changes: Keep up to date with relevant legislation, industry reforms, and changes.
- Meeting Notes & Documentation: Take notes during meetings, transcribe and type up minutes, and prepare documents such as agendas and minutes for approval.
- Positive attitude with a can-do mentality
- Exceptional client service skills
- Self-motivated and a strong team player
- Organised and able to prioritise workload
- Dependable and reliable
- Outstanding written and interpersonal skills
- Highly motivated and adaptable personality
- Experience with Flex platforms
- Knowledge of Critical Illness, Dental, or Cash Plans
- Background in EBC, IFA, or insurer environments
