Employee Benefits Administrator

Assistant Corporate Consultant / Employee Benefits Administrator

Salary: £35,000 – £40,000 with benefits (Job Ref AL1366)

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).

Role Summary and Responsibilities

• 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.

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