Location
Salary
Posted on
Reference
Bromsgrove
£28000
12/05/2023
NJR13662
DESCRIPTION
Corporate Benefits Administrator
Remote
Up to £28,000
NJR Recruitment are pleased to be working with a National Firm of specialist Financial Planners providing Financial Advice, Tax Planning, Employee Benefits and Business Consultancy services.
They are looking for a Corporate Benefits Administrator to join their growing team. This individual will provide a full comprehensive administration support to Consultants and Advisors, administering Group Risk and Medical Insurances.
The ideal candidate will work from home.
Key Accountabilities Include
" Renewal and Broking of Group Schemes
o Liaising with product providers, obtaining quotes and negotiating preferred terms
o Input plan details into Client Database
o Prepare relevant documentation and suitability reports
" Client documentation and diary entries
o Scan all documents and emails provided into the Client Database
o Add activity entries and workflows
" Compliance
o Check all Anti Money Laundering information is current and relevant checks have taken place (e.g. Companies House search)
o Check documents and agreements are signed and dated
" Client/Advisor/Provider Requests
o Obtain illustrations, application forms, key and supporting documentation
" New Business Submission
o Submit applications on time
o Track new business and current position, updating Planner accordingly
" Other Duties
o Accurate activity management through Client Database
Person Specification
Knowledge
" Experience in Pension, Group Risk, Medical and other corporate benefits administration
" Excellent technical and legislative understanding of DC Pensions, Group Risk and Group PMI
" Knowledge of Wellbeing principles and associated benefits
" Understanding of online benefits and technology
Experience
" Minimum 1 years' experience working in a Financial Services Administration Role
" Experience in Group Risk, Medical, Pensions and Employee Benefits
Qualifications
" RDR compliant qualifications preferred
Skills / Personal Attributes
" Excellent communication and interpersonal skills
" Excellent telephone skills
" Relationship building skills
" Computer literate
" Honesty and integrity
" Ability to work as part as a team and unsupervised
NJR 13662
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