Administrator - Corporate Benefits & Financial Planning

Location: Weybridge / Hybrid

Salary: £33,000 - £35,000

Permanent: Immediate start

Working hours: Monday - Friday 9:00am - 5:30pm

Job Code: AC1866

Administrator - Corporate Benefits & Financial Planning - Hybrid

An exciting opportunity for a driven individual who is keen to develop their skills as part of a friendly organisation in a pioneering, vastly growing business.

My client is a leading Employee Benefits firm based in the United Kingdom, committed to providing comprehensive and personalised financial planning solutions to their clients. They pride themselves on their exemplary level of customer service and are truly passionate in helping individuals achieve their financial goals.

Key purpose of the role:

• To proactively deliver an efficient, technical administration support service to the corporate advisers, alongside the provision of an excellent service to the company’s 180 corporate clients.

Key Responsibilities:

• Dealing with queries from clients, advisers, colleagues and product providers
• Maintaining and monitoring the running of accounts
• Processing of new joiners to pension schemes
• Updating the database and ensuring that client files are maintained
• Identifying all commission payments and ensuring that premiums have been paid
• Providing a seamless service is provided to our clients

Key Skills & Experience:

Essential:

• Proven experience working in a corporate sales support role, ideally within in a financial services business.
• Excellent client services and administrative skills
• An ability to build and develop effective working relationships both internally and externally
• An in-built dedication for quality, high standards and detail
• A "can do" attitude, determination and a readiness to support where needed
• Collaborative, solutions-driven and able to work autonomously

Desirable:

• Knowledge of Group Risk Schemes
• Direct knowledge of a range of benefit products including GPP, GSHR, GDIS, GIP, GPMI Group Travel & Dental and GCIC
• Knowledge of regulatory & TCF requirements
• Auto enrolment and sound rebroke knowledge
• GR1 - Group Risk qualification from the Chartered Insurance Institute

Benefits:

• Hybrid working
• 28 days leave plus bank holidays
• Company pension
• Private Medical Insurance
• Employee Assistance Programme
• Life insurance / Death in Service of 4 times salary
• Dental and Optical cash back scheme
• Cycle to Work scheme

Despite our best efforts it is not always possible to respond to every application individually due to the high volume of responses we receive on each vacancy. Only candidates who are short listed will be contacted for this particular role and if you have not heard from us within 7 days please assume that you have not been successful. However, we will keep your details on our database, and will contact you when other suitable positions become available.