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For Companies At a Glance
- Tasks: Support Employee Services team, manage client queries, and ensure high-quality service delivery.
- Company: Join a respected wealth management firm known for its commitment to client satisfaction.
- Benefits: Enjoy a competitive salary, flexible working options, and opportunities for professional development.
- Why this job: Be part of a dynamic team that values growth, collaboration, and making a real impact.
- Qualifications: Ideal for those with strong communication skills and a passion for financial services.
- Other info: Opportunity to develop leadership skills while working on diverse client needs.
The predicted salary is between 36000 - 60000 £ per year.
A well-respected specialist wealth manager is now looking for a financial services professional to join their employee benefits administration team.
To undertake a senior lead support role to the Employee Services Consultants and Directors to ensure clients receive a consistent high level of service and support.
Key Responsibilities:
- Deliver a proactive high-quality support service to Consultants and Directors, assisting with urgent and technical problem-solving where necessary.
- Liaise with clients, dealing with their queries and ensuring all client correspondence is clear and accurate.
- Liaison with providers, Consultants, Directors and clients ensuring a full audit history of information is maintained.
- Keep Consultants and Directors up to date with progress and manage any issues that may arise, escalating any concerns or complaints as necessary.
- Hold regular review meetings with Consultants and Directors to discuss priorities and any issues arising.
- Prioritise new business enquiries and obtain quotations, draft proposition documents, reports and fee agreements in a timely manner.
- Ensure all tasks, advice flows, market review analysis sheets, scheme specs, GPP comparisons and pension scheme specs are kept up to date.
- Monitor and prepare for Consultants and Directors, Annual Governance Meetings, Pre-Renewal Meetings or Fact Find meetings in a timely manner.
- Organise Consultant’s diaries and book client meetings where necessary.
- Where required, attend meetings and take meeting notes, record all actions required and complete or allocate as required.
- Ensure meeting notes are delivered promptly and within 2 weeks of the meeting to ensure compliance with KPIs.
- Understand more complex client needs such as TUPE, Acquisitions, Takeovers and Mergers.
- Maintain and update client platforms where appropriate ensuring latest products and features are represented.
- Request renewal quotations and chase insurers accordingly to ensure market reviews are completed in a timely manner.
- Ensure compliance with legislation, rules and procedures at all times, to be a role model for Employee Services and behave in a professional manner at all times.
- Maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded.
Competitive salary and benefits package available.
Employee Benefits Administrator employer: Coast Specialist Recruitment
Contact Detail:
Coast Specialist Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefits Administrator
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in employee benefits administration. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in employee benefits. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role and company culture.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided high-quality support in previous roles. Highlight your problem-solving skills and ability to manage client relationships effectively, as these are crucial for the Employee Benefits Administrator position.
✨Tip Number 4
Research StudySmarter and our values thoroughly. Understanding our mission and how we operate will allow you to tailor your conversations during interviews, showing that you're genuinely interested in being part of our team.
We think you need these skills to ace Employee Benefits Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in employee benefits administration. Focus on your ability to provide high-quality support, manage client relationships, and maintain accurate records.
Craft a Strong Cover Letter: In your cover letter, emphasise your skills in problem-solving and communication. Mention specific examples of how you've successfully supported teams or clients in previous roles.
Showcase Attention to Detail: Given the importance of accuracy in this role, include examples in your application that demonstrate your attention to detail. This could be through past projects or tasks where precision was crucial.
Highlight Team Leadership Experience: If you have experience coaching or developing team members, make sure to mention it. This role involves supporting and guiding others, so showcasing your leadership skills will be beneficial.
How to prepare for a job interview at Coast Specialist Recruitment
✨Understand the Role Thoroughly
Before the interview, make sure you have a solid understanding of the Employee Benefits Administrator role. Familiarise yourself with the key responsibilities and how they align with your skills and experiences. This will help you articulate how you can contribute to the team.
✨Prepare for Technical Questions
Given the nature of the role, be ready to answer technical questions related to employee benefits, compliance, and client management. Brush up on relevant legislation and best practices in the industry to demonstrate your expertise.
✨Showcase Your Communication Skills
As the role involves liaising with clients and team members, highlight your communication skills during the interview. Provide examples of how you've effectively managed client queries or resolved issues in previous roles.
✨Demonstrate Attention to Detail
Attention to detail is crucial in this position. Be prepared to discuss how you ensure accuracy in your work, whether it's maintaining client records or preparing documentation. Share specific instances where your attention to detail made a difference.
