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- Tasks: Support corporate clients with employee benefits, ensuring compliance and excellent service.
- Company: Join a well-established Financial Planning firm based near Norwich with a nationwide presence.
- Benefits: Enjoy 25 days holiday, flexible hours, and support for professional qualifications.
- Why this job: Be part of a supportive team, develop client relationships, and make a real impact.
- Qualifications: Experience in corporate benefits like pensions and insurance is essential.
- Other info: Work from home two days a week and receive ongoing training and support.
The predicted salary is between 36000 - 60000 £ per year.
My client is a well-established Financial Planning firm located on the outskirts of Norwich; at present they are looking to bolster their employee benefits team offering first-class assistance to their portfolio of corporate clients. Whilst you will be located in my client's head office in Norwich, they have offices nationwide and do support home working, allowing their employees to work from home, two out of the five working days a week.
Working in conjunction with my client's existing employee benefit team, you will develop and maintain profitable, long-term client relationships through the provision of first-class Group Risk and Healthcare advice and services. You will also ensure that all business is conducted in accordance with the Company's Compliance Procedures and Professional Standards. You must have experience working in corporate benefits, e.g. group pensions, death in service policies, income protection, critical illness cover and private medical insurance. Salary will be dependent on experience and will be discussed at interview.
Role Purpose: To provide administration and support services for workplace pension, automatic enrolment, group risk, and private medical insurance services. To ensure that all business is conducted in accordance with the Company's Compliance Procedures and Professional Standards.
Principal Accountabilities:
- Preparation of client letters and documents.
- The drafting of client reports and communications.
- The collation of data and obtaining of quotations.
- Undertaking market reviews/mid-year reviews/notify changes.
- The accurate updating of client records.
- Liaising with corporate clients, insurers, and providers via email and phone.
- Performing day-to-day administrative tasks.
- Supporting administrative projects.
General Office Duties:
- Answering phones promptly.
- Meeting and greeting clients.
- Preparation of refreshments.
- Opening and sorting of mail.
- Scanning documentation.
- Handling printing and posting tasks.
Other:
- Using internal systems to effectively plan and prioritise workloads.
- Maintenance and completion of accurate client records electronically, complying with the requirements of Data Protection.
- Developing relationships with clients, colleagues, and providers, referring to consultants when necessary, and communicate progress as required.
- Conducting other ad-hoc tasks and projects as requested by Managers and/or Directors.
- Continually developing relevant regulatory, product, and provider knowledge and undertake continuous professional development in line with company policy and record accordingly.
Key Role Competencies:
- Teamwork
- Communication
- Accuracy & attention to detail
- Time management & organization
Qualifications Requirements: My client will encourage and support you to achieve the Certificate in Financial Services and/or Certificate in Insurance (Health and Protection exams) within the initial three years of your employment (if not already held).
BENEFITS:
- Holiday allowance 25 days + BH's
- Private pension
- Office hours are 9-5, Monday to Friday. (Flexi, dependent on team requirements)
- Death in service policy
- Professional qualifications are paid for and encouraged/assistance with study
- Biannual, discretionary, profit-related pay
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefits Administrator
✨Tip Number 1
Familiarise yourself with the key employee benefits products mentioned in the job description, such as group pensions and private medical insurance. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning and employee benefits sectors. Attend industry events or join relevant online forums to connect with others who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 3
Demonstrate your commitment to continuous professional development by researching the Certificate in Financial Services and the Certificate in Insurance. Mentioning your intention to pursue these qualifications can show your dedication to the field and make you a more attractive candidate.
✨Tip Number 4
Prepare for the interview by practising common questions related to client relationship management and compliance procedures. Being able to articulate your experience and approach in these areas will help you stand out as a candidate who understands the importance of these competencies in the role.
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 corporate benefits, such as group pensions and private medical insurance. Use specific examples to demonstrate your skills in client relationship management and compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with employee benefits and how you can contribute to their team. Personalise it to reflect your enthusiasm for the position.
Highlight Key Competencies: In your application, emphasise key competencies such as teamwork, communication, and attention to detail. Provide examples of how you've successfully demonstrated these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Service Service
✨Know Your Benefits
Familiarise yourself with various employee benefits, especially group pensions, income protection, and private medical insurance. Being able to discuss these topics confidently will show your understanding of the role and impress your interviewers.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this role, prepare examples from your past experience where your attention to detail made a difference. This could be in preparing client documents or maintaining accurate records.
✨Showcase Your Communication Skills
Effective communication is key in this position. Be ready to discuss how you've successfully liaised with clients or colleagues in previous roles, and consider preparing a few scenarios that highlight your ability to convey complex information clearly.
✨Prepare for Compliance Questions
Understand the importance of compliance procedures in the financial sector. Be prepared to discuss how you have adhered to compliance standards in your previous roles, as this will demonstrate your commitment to professional standards.
