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,
Hybrid Working: Min 2 days a week in the office
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 dealing with products such as Workplace Pensions, Stakeholder pensions, Group Risk and Healthcare schemes
- Preparation of suitability reports for Corporate Clients
- Liaising with product providers and employers
- You will have regular dialogue with insurance companies to ensure the information required is accurate for the specific business needs
- Supporting and training more junior members of the team
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
- To prioritise daily activities and respond effectively and efficiently to enquiries
- To be professional and tactful in all areas of communication with clients and insurers
- 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 proble and ensure their successful resolution
- To maintain a good standard of product knowledge Experience
Essential Experience
- Experience working within an EB consultancy firm/insurer/administration environment with products such as Workplace Pensions, Group Life cover, Group Health and PMI insurance with particular emphasis on Workplace Pension schemes and Auto Enrolment regulation experience
- At least 2 years experience in a similar role
Benefits
- Competitive Salary
- Staff AE pension scheme
- PHI
- Life Cover, 2 x salary
- Cashback Health Plan
- 25 days (inc 3 used at Christmas when the office closes)
- Exam Support
Senior Employee Benefits Technical Administrator (Workplace Pensions), Gloucestershire / Bristol (BW-1890)