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- Tasks: Support the Employee Benefits team with admin, client relations, and technical tasks.
- Company: Join Buzzacott, a dynamic firm valuing personal connections and professional growth.
- Benefits: Enjoy competitive pay, career development, and a supportive work environment.
- Why this job: Kickstart your career in financial planning while making a real impact on clients' lives.
- Qualifications: A Levels or equivalent, strong communication skills, and a proactive attitude.
- Other info: Great opportunities for career progression and learning in a collaborative team.
The predicted salary is between 36000 - 60000 £ per year.
Role Overview
To provide quality and efficient support in the administrative, technical and client servicing areas. To assist the Employee Benefits team members in managing our relationships with, and the services delivered to, our clients. The role offers the potential for development over time through a career path towards an advisory or other more senior role.
Duties and Responsibilities
- Provide general administrative and technical support to the Employee Benefits team.
- Obtain quotes and associated information from providers, check the terms and conditions, collate and prepare accurate summaries of the data. Keep providers updated with relevant client changes.
- Maintain relationships with product providers and understand their propositions. Ability and tenacity to seek the answers or outcome needed if responses are incomplete or delayed.
- Understand and utilise our internal systems. Ensure accuracy and timely updates of client information on all relevant systems, and provide reporting as required
- Arrange meetings with existing and new clients as needed for the Associate Director.
- Take an interest in the affairs of, and get to know the clients, to be aware of work currently in progress and act as a first point of contact for our clients.
- Speak with clients on video calls and develop rapport; communicate professionally with them by email; act as a ‘trouble-shooter’ in sorting out client related problems
- Undertake research and prepare drafts of technical reports in the style required by the author or as required to meet the Firm’s standards.
- Contribute to and take an active part in project work within the team and provide input as and when required to help to constantly improve processes and the service provided.
- Process new business, submit details to appropriate companies and ensure appropriate filing and records are maintained on Xplan and other systems.
- Commit to taking suitable and relevant professional exams (exam type, syllabus and timescales to be agreed depending on current knowledge) and to developing technical knowledge.
Skills and Experience
- Minimum of 3 A Levels or equivalent
- GCSE (x5) including English and Maths at grade B (level 6) or equivalent
- Degree qualification or similar
- Good knowledge of MS Office applications
- Strong organisational skills, excellent communication skills, ability to deal with people at all levels
- Strong attention to detail in order to accurately maintain records and produce clear and detailed research
- Team player, works well under pressure, proactive, quick learner, flexible, approachable
- Strong initiative for managing own progression and developing through the available career path
- Enthusiastic manner with a desire to learn quickly through ‘on the job’ experience and by seeking information from team members, providers and through self-study.
- Experience of working in an employee benefits consultancy or insurance company dealing with employee benefits
- Experience of working with corporate clients accustomed to a high quality of service (ideally at least 2-3 years’ experience)
- Experience with one or more of the following: employer pensions, group risk insurance, private medical insurance and other employee benefits products
- Experience of producing PowerPoint presentations and a good knowledge of Excel
Why Buzzacott?
We’re big enough to provide deep expertise across a wide range of specialisms, but small enough to value meaningful personal connections — with clients and colleagues alike. You’ll work alongside experienced professionals who will support your continued development, while you contribute to shaping the growth of both our team and our clients.
At Buzzacott, we’re committed to equal opportunities and ensuring all employment decisions are fair, objective, and based on merit. To see more information about our Rewards & Benefits follow this link: Rewards & Benefits – Buzzacott
For more information about the Financial Planning team, please click here.
To find out more about life at Buzzacott, please click here
To hear from team members across the firm on their experience of life at Buzzacott, please click here.
If you are interested in this role, we encourage you to apply directly via the “Apply” button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to a member of our HR Team about the vacancy before applying, contact us at
Please note: Our HR Team review and respond to all applications.
No agencies please.
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Employee Benefit Assistant Financial Planning · London employer: Buzzacott LLP
Contact Detail:
Buzzacott LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefit Assistant Financial Planning · London
✨Tip Number 1
Get to know the company inside out! Research Buzzacott's values, culture, and recent projects. This will help you tailor your conversations and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your communication skills! Since you'll be dealing with clients, it's crucial to come across as professional and approachable. Try mock interviews with friends or family to boost your confidence.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, make sure to highlight what excites you about the role and how you can contribute to the team.
We think you need these skills to ace Employee Benefit Assistant Financial Planning · London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Employee Benefit Assistant role. Highlight your relevant experience in employee benefits and client servicing, and show us how you can add value to our team.
Show Off Your Skills: We want to see your strong organisational and communication skills shine through. Use specific examples from your past experiences to demonstrate how you've successfully managed relationships and tackled challenges.
Be Professional Yet Approachable: When writing your application, strike a balance between professionalism and approachability. We’re looking for someone who can connect with clients easily, so let your personality come through while keeping it professional.
Apply Through Our Website: Don’t forget to apply directly via the 'Apply' button on our website! It’s the best way for us to receive your application, and we can’t wait to hear what excites you about this role.
How to prepare for a job interview at Buzzacott LLP
✨Know Your Stuff
Make sure you understand the basics of employee benefits, especially the products mentioned in the job description like pensions and insurance. Brush up on your knowledge of MS Office, particularly Excel and PowerPoint, as these will be crucial in your role.
✨Show Your Organisational Skills
Prepare to discuss how you manage your time and keep track of multiple tasks. Bring examples of how you've successfully organised projects or client interactions in the past. This will demonstrate your strong organisational skills and attention to detail.
✨Build Rapport with Clients
Practice your communication skills, especially for video calls. Think about how you can create a friendly yet professional atmosphere when speaking with clients. Being personable can set you apart, so consider how you can relate to their needs and concerns.
✨Be Proactive and Eager to Learn
Express your enthusiasm for the role and your willingness to take on professional exams. Share any relevant experiences where you've taken the initiative to learn something new or improve a process. This shows you're not just looking for a job, but are genuinely interested in growing within the company.
