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- Tasks: Assist in managing employee benefits and corporate pensions while supporting the Director.
- Company: Join a boutique firm of Chartered Financial Planners in Leamington Spa, known for their holistic approach.
- Benefits: Enjoy a competitive salary, flexible working options, and a supportive team environment.
- Why this job: Be part of a dynamic team that values personal growth and impactful financial advice.
- Qualifications: 3-5 years in employee benefits or corporate IFA support, with strong communication and analytical skills.
- Other info: Opportunity to work closely with experienced professionals and develop your career in financial services.
The predicted salary is between 28000 - 32000 £ per year.
Salary: £35,000 - £40,000 with benefits
Majority office based (Leamington Spa) but with some flexibility/home working.
My client is a boutique firm of Chartered Financial Planners working in the heart of Leamington Spa. The team provide financial planning and advice to individuals, households and businesses and pride themselves on having a holistic approach with expertise in wealth and tax strategies, investment planning and corporate pensions. An exciting opportunity has now arisen within the team for an Assistant Corporate Consultant / Employee Benefits Administrator to work closely with the Employee Benefits Director.
Essential Experience- Experience working in an employee benefits or corporate IFA support role, ideally minimum 3-5 years.
- Extensive financial services knowledge and experience.
- Strong working knowledge of corporate pensions, group life and group income protection arrangements.
- Excellent organisational and prioritising skills, with the ability to stay focused under pressure.
- Excellent verbal and written communication skills.
- Natural relationship builder.
- Able to communicate and influence at all levels.
- Highly numerate and analytical with excellent attention to detail.
- Self-motivated and able to work on own initiative.
- Team player.
- Strong IT skills, including industry specific programs along with Microsoft (Word, Excel & Outlook).
- Preparing for client meetings in good time and identifying relevant issues.
- Completing actions that result from subsequent meetings.
- Attending selected client meetings with the Director.
- Researching the marketplace for corporate pensions and risk benefits solutions.
- Preparing recommendation reports that are clear to the client, are written in plain English and include any compliance requirements.
- Dealing with client technical queries and issues.
- Preparing draft employer and employee communications, as needed.
- Communicating with the relevant Director throughout this process is of paramount importance. Ability to understand and articulate the Directors’ requirements, flagging any concerns where appropriate.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days.
Employee Benefits Administrator employer: North Oak Recruitment Ltd
Contact Detail:
North Oak Recruitment Ltd 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 in employee benefits and corporate pensions. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who specialise in employee benefits. Attend relevant events or join online forums to build connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss specific examples from your previous roles where you've successfully managed client relationships or resolved complex issues. This will showcase your problem-solving skills and ability to communicate effectively.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and approach will allow you to tailor your conversation and show how you can contribute to their team dynamic.
We think you need these skills to ace Employee Benefits Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in employee benefits or corporate IFA support roles. Emphasise your knowledge of corporate pensions, group life, and income protection arrangements, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and ability to communicate effectively. Mention specific examples of how you've built relationships and influenced stakeholders in previous roles.
Showcase Your Analytical Skills: In your application, provide examples of how you've used your analytical skills to solve problems or improve processes. This will demonstrate your attention to detail and numeracy, which are essential for the position.
Follow Up: After submitting your application, consider sending a polite follow-up email if you haven't heard back within a week. This shows your enthusiasm for the role and keeps you on their radar.
How to prepare for a job interview at North Oak Recruitment Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of corporate pensions, group life, and income protection arrangements. Be prepared to discuss your previous experience in these areas and how it relates to the role.
✨Demonstrate Organisational Skills
Since the role requires excellent organisational abilities, think of examples from your past where you successfully managed multiple tasks or projects. Highlight how you prioritised effectively under pressure.
✨Communicate Clearly
As communication is key in this role, practice explaining complex financial concepts in simple terms. You might be asked to demonstrate this during the interview, so be ready to articulate your thoughts clearly.
✨Prepare for Client Interaction Scenarios
Expect questions about how you would handle client meetings and technical queries. Think of specific instances where you built relationships with clients and how you resolved any issues they faced.
