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- Tasks: Support Employee Benefits Consultants with client records, scheme processing, and team development.
- Company: Join an award-winning advice firm with nearly 40 years of experience in employee benefits.
- Benefits: Enjoy flexible working, 29 days holiday, profit share, and professional development support.
- Why this job: Be part of a personable team that values growth, collaboration, and client satisfaction.
- Qualifications: Experience in corporate/employee benefits; R01 and GR1 qualifications are essential.
- Other info: Professional exams and study resources are fully funded, plus fun social events!
Do you have experience of working in corporate/employee benefits, do you want to work for a personable, engaging and rewarding organisation, then read on…
Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.
My client is an award winning advice firm with offices across Norfolk and Suffolk and they have been established for all most forty years.
My client is seeking a Financial Services experienced candidate who has spent time working in corporate/employee benefits, though candidates with a solid IFA practice background will also be considered. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially.
Role Purpose
To undertake a lead support role to my clients exiting team of established Employee Benefits Consultants and Directors to ensure clients receive a consistent high level of service and support
To ensure that client records are up to date and that internal systems and processes are followed
To support and develop junior team members to enable them to be as efficient and effective as possible
Key Responsibilities
* To ensure a clear audit trail is maintained for all client records
* To ensure timely delivery of employee benefits scheme processing for group risk, group private medical insurance and other schemes/policies as required
* To provide administrative support for new, existing and complex schemes
* To manage Auto-Enrolment compliance for all pension schemes
* To manage annual renewal and market reviews for all existing group risk schemes
· To prioritise and process claims and keep client and consultant up to date with progress
* To ensure bespoke compliance documents are accurate and up to date
* To process monthly payments, ensuring that the contributions are correct
* To organise and prepare for client governance and pre-renewal meetings
* To complete follow-up actions from client meetings in line with instructions from consultant, liaising with both client, insurer and pension provider as required
* To check and issue policy documentation
* To assist clients with the implementation of Employee Assistance programmes
* To prepare Employee Announcement Letters for new and existing schemes
* To keep Corporate Spreadsheet up to date
* To draft proposition documents, reports and presentations for consultants
* To provide feedback to consultants, keeping them up to date
* To ensure IO is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Employment Benefit Consultant/Director
* To liaise with consultants and clients to ensure all contractual obligations are fulfilled
* To support, train and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client
* To undertake project activity to ensure the efficient running of the office e.g. streamlining processes and documents, create framework for checking work, ensure templates/documents are correct and in the right place, workflow management.
* To maintain and update your own talent development record, ensuring my objectives are up to date and impact of any training is recorded
Personal Specification
Qualifications
R01 Regulation and Ethics (essential)
GR1 Group Risk (essential)
R04 Pension and Retirement Planning (desirable)
Progressing towards the Diploma in insurance (desirable)
Experience
Good understanding of systems and processes for Employee Benefits
Providing accurate and timely administration support
Development of others
Knowledge
Compliance/regulation
Knowledge of pensions, group risk and healthcare, group pensions administration, automatic enrolment duties, group life, group income protection and group critical illness schemes and employee assistance programmes
Business protection
Insurer offers
Pension provider systems
Intelligent Office
Skills and abilities
Attention to detail/high levels of accuracy
Computer literate
Data management skills
Analytical skills
Good organisation and prioritisation skills
Time management skills
Team working
Ability to build and maintain relationships
Communication – written and verbal
Ability to follow rules and procedures
Behaving in a professional manner
Trust and integrity
Curiosity and willingness to learn and improve
Commercial awareness
Training
All professional exams paid for
Personal study plans for CII professional qualifications
Paid study leave
Study books and resources paid for
Benefits
29 days holiday (exclusive of BH) + office closed between Christmas and New Year + Birthday off
5% of salary pension contribution
Flexible working
Profit Share
Social events
Free parking
Free drinks/fruit
Cycle to work
Length of service recognition
Discounted legal services
Life cover and income protection
Healthcare cash plan
Private health care scheme
Consultant Support (Employee Benefits) employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Consultant Support (Employee Benefits)
✨Tip Number 1
Familiarise yourself with the specific employee benefits schemes mentioned in the job description, such as group risk and private medical insurance. Understanding these areas will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who specialise in employee benefits. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Demonstrate your commitment to professional development by mentioning any relevant qualifications or training you are pursuing, such as the Diploma in insurance. This shows your dedication to the field and aligns with the company's support for ongoing education.
✨Tip Number 4
Prepare to discuss how you can contribute to team efficiency and client satisfaction. Think of examples from your past experience where you improved processes or supported colleagues, as this aligns with the key responsibilities of the role.
We think you need these skills to ace Consultant Support (Employee Benefits)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in corporate and employee benefits. Use specific examples that demonstrate your skills and achievements relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your background aligns with their needs, particularly in supporting Employee Benefits Consultants and managing client relationships.
Highlight Relevant Qualifications: Clearly list any relevant qualifications such as R01 Regulation and Ethics or GR1 Group Risk. If you are progressing towards further qualifications, mention this to show your commitment to professional development.
Showcase Your Skills: Emphasise your attention to detail, organisational skills, and ability to work in a team. Provide examples of how you've successfully managed projects or supported colleagues in previous roles.
How to prepare for a job interview at Service Service
✨Showcase Your Experience
Make sure to highlight your experience in corporate or employee benefits during the interview. Be prepared to discuss specific examples of how you've successfully managed client records and supported teams in previous roles.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, be ready to provide examples that showcase your attention to detail. Discuss how you ensure compliance and maintain accurate documentation in your past positions.
✨Prepare for Technical Questions
Brush up on your knowledge of pensions, group risk, and healthcare schemes. Expect technical questions related to these areas, and be prepared to explain how you would handle various scenarios that may arise in the role.
✨Emphasise Teamwork and Development
This position involves supporting and developing junior team members. Be ready to discuss your approach to teamwork and how you've helped others grow in their roles, showcasing your leadership skills.