At a Glance
- Tasks: Support corporate clients with Employee Benefits administration and ensure a smooth experience.
- Company: Join Pareto Financial Planning, part of K3 Advisory Group, in a dynamic Manchester office.
- Benefits: Enjoy competitive pay, professional growth, and a supportive team environment.
- Other info: Work three days onsite and build lasting relationships with clients and colleagues.
- Why this job: Make a real difference in clients' lives while developing your skills in a thriving industry.
- Qualifications: Experience in Employee Benefits administration and strong organisational skills are a plus.
The predicted salary is between 30000 - 40000 £ per year.
Pareto Financial Planning, part of K3 Advisory Group's Wealth Management division, have an opportunity to join our Manchester office (3 days onsite) as an Employee Benefits Administrator. The role is to provide first-class administration support to the Employee Benefits department working together with a team of Employee Benefits Advisers, in order that we may provide the corporate client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.
Key Duties
- Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans.
- Be the key point of contact for your bank of corporate clients, keeping them informed during all stages of the lifecycle new business, renewals and being available for general queries.
- Issue Letters of Authority or Appointment and ensure all information is received back in a timely manner.
- Liaise with clients to obtain data required for Quotation.
- Examine data to ensure it is compliant with scheme rules and client’s needs.
- Obtain Quotations from Providers at both New business & Renewal Stage.
- Collate quote results into comparisons for Advisers to sign off for recommendations.
- Deal with the on risk and set up of new Employee Benefits Schemes.
- Renew or Switch schemes as directed by the Adviser team.
- Check & Issue Policy Documents & Accounts.
- Process Joiners/Leavers to PMI in a timely manner.
- Process Group Risk Claims.
- Produce Governance reports for Group Pensions.
- Provide analytics on clients for Adviser team.
- Answer Incoming call enquiries in a professional manner and redirect where required.
- Manage incoming/outgoing emails and post.
- Responsible for diary management of work for your assigned clients keeping to agreed SLAs.
- Ensure Back Office System is kept up to date and all client records are updated correctly and promptly in line with internal processes.
- Issue Invoices & manage any aged debt.
- Ensure fees are recorded internally in line with processes and SLA.
Compliance
- Adhere to FCA regulations in accordance with our compliance procedures.
- With Compliance Department assistance, keep up to date with legislation/compliance matters.
- Consumer Duty and TCF (Treating Customers Fairly) – pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement.
Relationships
- Develop and maintain good working relationships with Financial Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser team and Clients.
- Maintain an effective ongoing relationship with your bank of clients.
- Establish good ongoing working relationships with product providers.
Required Skills & Experience
- Previous experience within Employee Benefits administration (managing Group Life Assurance / Insurance schemes particularly beneficial).
- Proficient in Microsoft Office applications.
- Self-motivation and organisational skills.
- A good level of numeracy and IT skills.
- A target-driven mind-set.
- CII qualifications desirable but not essential.
Corporate Benefits Administrator: Client-Focused & Growth in Manchester employer: Quantuma
At Pareto Financial Planning, we pride ourselves on being an exceptional employer, offering a collaborative work culture in our Manchester office that fosters professional growth and development. Our commitment to employee well-being is reflected in our comprehensive benefits package and the opportunity to work closely with experienced advisers, ensuring you gain valuable insights and skills in the Employee Benefits sector. Join us to be part of a dynamic team dedicated to delivering outstanding service to our corporate clients while enjoying a supportive environment that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Benefits Administrator: Client-Focused & Growth in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for a Corporate Benefits Administrator role. You never know who might have a lead or can put in a good word for you!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to Employee Benefits and think about how your skills can add value. We want you to shine, so practice common interview questions and have your own ready to ask!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and shows that you’re genuinely interested in joining their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications this way!
We think you need these skills to ace Corporate Benefits Administrator: Client-Focused & Growth in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Corporate Benefits Administrator role. Highlight your experience in Employee Benefits administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our needs. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Skills:Don’t forget to showcase your proficiency in Microsoft Office and any other relevant tools. If you have experience with compliance or managing client relationships, make sure to mention that too. We’re looking for someone who can hit the ground running!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Pareto Financial Planning!
How to prepare for a job interview at Quantuma
✨Know Your Stuff
Make sure you brush up on your knowledge of Employee Benefits administration, especially around Group Life Assurance and Insurance schemes. Familiarise yourself with the key duties mentioned in the job description so you can speak confidently about how your experience aligns with their needs.
✨Showcase Your Client-Focused Approach
Since this role is all about providing a positive professional experience for clients, be ready to share examples of how you've successfully managed client relationships in the past. Highlight any situations where you went above and beyond to meet client needs.
✨Demonstrate Your Organisational Skills
With responsibilities like managing incoming calls, emails, and client records, it's crucial to show that you're organised and can handle multiple tasks efficiently. Prepare to discuss your time management strategies and any tools you use to stay on top of your workload.
✨Be Ready for Compliance Questions
Given the importance of adhering to FCA regulations and compliance procedures, expect questions around these topics. Brush up on relevant legislation and be prepared to discuss how you ensure compliance in your work, as well as your understanding of Treating Customers Fairly (TCF).
