At a Glance
- Tasks: Support clients with their financial goals and manage administrative tasks efficiently.
- Company: International provider of corporate benefits with a focus on employee welfare.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a fast-paced, collaborative setting.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Certificate in Business Administration; Level 4 in Financial Planning is a plus.
The predicted salary is between 28800 - 48000 € per year.
About the job
Our client, an international provider of corporate benefits who provide advice on all aspects of employee benefits with a particular specialisation in foreign companies who have groups of employees in the UK and Europe is currently recruiting for an experienced Employee Benefits Administrator to join their busy team.
Required Qualifications:
- Certificate in Business Administration
- Desirable: Working towards Level 4 in Financial Planning
Responsibilities:
- Making sure that you act in good faith, avoid causing foreseeable harm and support retail customers to pursue their financial objectives to achieve four set outcomes:
- Products and services are fit for purposes
- Products and services represent fair value
- Clients are equipped to make informed decisions
- Clients receive adequate support to meet their needs
- Making sure you follow the firms compliance processes and procedures at all times, including the following areas: T&C, complaints, financial crime, anti-money laundering, anti-bribery, financial promotions, data security, data protection, conflicts of interest, inducements, record keeping, best execution.
- Complying with the Financial Services and Markets Act 2000, the FCA's Conduct Rules / FCA Statements of Principle and Code of Practice and the relevant FCA rules at all times.
- Making sure all client contact is carried out in a professional and courteous way.
- Making sure all client records are retained in line with the firm's data security, Data Protection and record keeping policy.
- Dealing with queries in an efficient and timely manner.
- Deal with the following in a timely and compliant manner:
- New business applications (following cases through to issue and payment)
- Claims processing
- Day to day queries from scheme members, employers and/or HR
- Referring any issues / technical queries to the Client Relationship Managers (CRM)
- Process and record changes to members personal details
- Checking and issue of policy documents to scheme members
- Processing scheme leavers and joiners
- Issue of annual statements to scheme members
- Upload monthly GPP premiums on product provider systems
- Process group scheme renewals, including requesting and checking quote and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.
- Preparation and issue of invoices to employer
- Liaising with product providers, clients and advisers as necessary
- Ensure that new and existing records, both computerised and manual, are kept up to date
- Run monthly reports from online benefits portal
- Assist with monitoring of divisional Aged Debt report
- Filing in accordance with in-house paperless office procedures
- Provide general administrative and clerical support, as required
- Manage own bank of clients once fully trained
- Maintain all standards of performance as required by the firm
- Obtain and maintain the level of competence as required by the firm
- Making sure clients receive relevant documentation in a timely way
- Any other reasonable tasks or duties as requested by Management
Client Services Administrator in Ellesmere Port employer: Bond Recruitment Ltd
Join a dynamic team at an international corporate benefits provider, where your role as a Client Services Administrator will be pivotal in supporting clients across the UK and Europe. We pride ourselves on fostering a collaborative work culture that prioritises employee growth through ongoing training and development opportunities, ensuring you are well-equipped to excel in your career. With a commitment to compliance and client satisfaction, we offer a rewarding environment where your contributions directly impact our clients' financial objectives.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Ellesmere Port
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Client Services Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its services. Understand their approach to employee benefits, especially for foreign companies in the UK and Europe. This will help you tailor your answers and show that you're genuinely interested in what they do.
✨Tip Number 3
Practice common interview questions related to client services and compliance. Think about how you would handle specific scenarios, like dealing with client queries or processing claims. Being ready with examples will make you stand out!
✨Tip Number 4
Don't forget to apply through our website! We’ve got loads of resources to help you ace your job search. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Client Services Administrator in Ellesmere Port
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Services Administrator role. Highlight your experience in employee benefits and any relevant qualifications, like your Certificate in Business Administration. We want to see how your skills match what we're looking for!
Showcase Your Compliance Knowledge:Since compliance is key in this role, don’t forget to mention any experience you have with financial regulations or compliance processes. We love candidates who understand the importance of following rules and keeping clients' data secure.
Be Professional and Courteous:In your application, reflect the professional and courteous manner we expect when dealing with clients. Use a friendly tone but keep it professional – we want to see that you can communicate effectively with clients and colleagues alike.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to submit all the necessary documents in one go. Plus, it helps us keep track of your application!
How to prepare for a job interview at Bond Recruitment Ltd
✨Know Your Stuff
Make sure you’re familiar with the company’s services and the specific role of a Client Services Administrator. Brush up on employee benefits, compliance processes, and the Financial Services and Markets Act 2000. This knowledge will help you answer questions confidently and show that you’re genuinely interested in the position.
✨Showcase Your Communication Skills
As this role involves dealing with clients and managing queries, it’s crucial to demonstrate your communication skills. Prepare examples of how you’ve handled client interactions in the past, especially in challenging situations. This will highlight your ability to maintain professionalism and courtesy, which is key for this job.
✨Be Ready for Compliance Questions
Since compliance is a big part of the role, expect questions about your understanding of compliance processes and regulations. Familiarise yourself with the FCA's Conduct Rules and be prepared to discuss how you would ensure adherence to these in your daily tasks.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, training opportunities, and what success looks like in this role. This shows that you’re not just interested in the job, but also in how you can grow within the company.
