This long established and well recognised Financial Services company have been providing financial advice to corporate and private clients for more than 70 years! The business has continued to grow throughout this time, largely through referrals and repeat business, in a lot of cases they have been looking after generations of family wealth.
It is an exciting time for the business as they look to grow in 2022 and want to bring in an additional member of staff in its Employee Benefits Administration team, to play an integral part in the back-office team to support the Group Risk Consultant.
Key Responsibilities
Play a key role in supporting the consultants to increase business income
Key duties include, but are not limited to; the processing of new business, product research, scheme renewals, compliance preparation and other general administration tasks
You will have regular dialogue with insurance companies to ensure the information required is accurate for the specific business needs
Be familiar with the Proceeds of Crime Act & Data Protection Act
Key Skills
A team player! You’ll have strong inter-personal and communication skills
Ability to prioritise, whilst managing your workload through excellent time management skills and the use of your initiative
A working knowledge of MS Word, MS Excel and MS Outlook. An experience of the IFA back office systems such as ‘Intelligent Office’ is preferred but not essential
To prioritise daily activities and respond effectively and efficiently to enquiries
To be professional and tactful in all areas of communication with clients/insurers and other contacts
To provide support to the team, when required, in addition to own duties
To build an ongoing relationship with product providers and third parties
To take ownership of problems and ensure their successful resolution
To maintain a good standard of product knowledge
Qualifications & Experience
Experience working within an insurer/administration environment with products such as Workplace Pensions, Group Life cover, Group Health and PMI insurance
Qualified to at least FPC 1 / Certificate in Financial Administration (CF1) with the desire to continue learning and developing
A good working knowledge of Word, Excel, MS Outlook, e-mail and Internet
Employee Benefits Administrator
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