Succession Wealth is seeking an experienced Employee Benefits Administrator to join our Glasgow team on a hybrid basis. You will support Planners by maintaining a portfolio of employee benefits clients and ensuring delivery of high-quality service.
You will liaise with policy providers, handle renewals, update client records, prepare documentation, and manage invoicing and commissions. The role requires excellent communication and strong numeracy and organisational skills.
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Hybrid Employee Benefits Administrator – Glasgow employer: Succession Wealth
Succession Wealth is an exceptional employer, offering a dynamic and supportive work culture that prioritises employee growth and development. With a focus on hybrid working in the vibrant city of London, employees benefit from structured training, sponsorship for professional exams, and the opportunity to collaborate closely with experienced advisers, ensuring a fulfilling career path in financial planning.
