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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 passion for learning.
- Other info: Great opportunities for progression and a collaborative team atmosphere.
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.
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 recruitment@buzzacott.co.uk.
Please note: Our HR Team review and respond to all applications. No agencies please.
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
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Practice your interview skills! Mock interviews with friends or family can help you feel more confident. Focus on articulating your experience and how it relates to the Employee Benefits role.
✨Tip Number 3
Show your enthusiasm! When you get the chance to chat with potential employers, let your passion for the role shine through. Talk about what excites you about working in employee benefits and how you can contribute.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Buzzacott.
We think you need these skills to ace Employee Benefit Assistant Financial Planning · London
Some tips for your application 🫡
Show Your Enthusiasm: When you're writing your application, let your passion for the role shine through! We want to see that you're genuinely excited about the opportunity to support our Employee Benefits team and help our clients.
Tailor Your CV: Make sure your CV is tailored to the job description. Highlight your relevant experience in employee benefits or client servicing, and don’t forget to mention any specific skills that match what we’re looking for!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your qualifications and experiences. Avoid fluff and focus on what makes you a great fit for us!
Apply Through Our Website: We encourage you to apply directly via our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just hit that 'Apply' button!
How to prepare for a job interview at Buzzacott LLP
✨Know Your Stuff
Make sure you understand the basics of employee benefits and financial planning. Brush up on key terms like employer pensions, group risk insurance, and private medical insurance. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Organisational Skills
Since the role involves a lot of administrative tasks, be prepared to discuss how you stay organised. Bring examples of how you've managed multiple tasks or projects in the past. You could even mention any tools or systems you use to keep everything on track.
✨Practice Your Communication
You'll need to communicate effectively with clients and team members, so practice your verbal and written communication skills. Consider doing mock interviews or role-playing scenarios where you explain complex information clearly and professionally.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the Employee Benefits team. This shows your interest and helps you gauge if the company is the right fit for you. Ask about their approach to client relationships or how they support professional development within the team.
