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- Flexible Working – Benefit from a hybrid working model that offers a great work-life balance.
- Professional Development – Full support for obtaining industry qualifications to enhance your expertise.
- Career Growth – Progress in a nurturing environment with clear opportunities for advancement.
- Generous Benefits – Begin with 25 days of leave (plus bank holidays) and accrue up to 30 days over time.
- Supportive Team Culture – Join a team that prioritises collaboration, dependability, and a positive workplace atmosphere where your efforts are valued.
- Managing Existing Schemes – Address queries from members and HR teams, oversee administrative tasks, and ensure compliance with auto-enrolment regulations.
- Annual Reporting – Assist in compiling and delivering governance and annual review reports for designated clients.
- Client Onboarding & Scheme Updates – Aid in bringing new clients on board and facilitate scheme re-broking when needed.
- Client Relationship Management – Build and sustain positive relationships with client contacts.
- Daily Pension Scheme Administration – Oversee the administration of Group Personal Pension schemes efficiently.
- Record-Keeping & Compliance – Maintain accurate and up-to-date internal records and procedural documentation.
- Industry Awareness – Stay informed about legislative changes and developments in the sector.
- Meeting Documentation – Take notes, transcribe meeting minutes, and prepare key documents, including agendas and minutes for review.
- Proactive with a problem-solving mindset
- Exceptional customer service skills
- Self-driven and thrives in a team environment
- Highly organised with the ability to manage priorities effectively
- Trustworthy and dependable
- Strong communication and written skills
- Adaptable and enthusiastic approach to work
- Familiarity with Flex platforms
- Understanding of Critical Illness, Dental, or Cash Plan products
- Previous experience in Employee Benefits Consultancy (EBC), Independent Financial Advisers (IFA), or insurance sectors
