Benefits Administration Manager / PA

Copperfield Recruitment Ltd
11 Jan 2018
12 Feb 2018
Contract Type
Full Time
Title: Benefits Administration Manager and PA £28-33,000
Hours Monday - Friday - 9-5:30


  • To provide direct administrative & PA support to the Head of the Employee Benefits division.
  • To liaise directly with corporate clients and product providers/insurers as the key administrative contact.
  • To help maintain successful client relationships and manage the EB team through the delegation of duties to ensure all work is completed in a timely & professional manner.

Qualifications and Experience

  • 3 years minimum general financial services industry experience (ideally encompassing pensions & employee benefits)
  • Good basic understanding of servicing, administering & retaining employer sponsored pension schemes (mainly ‘contract based’ Defined Contribution schemes aka Group Personal pension schemes)
  • Knowledge and experience of Group Risk Benefits schemes (i.e. Life Cover, Income Protection & Critical Illness Cover) including conducting annual market reviews, scheme renewals and managing the claims process. (An understanding of PMI/Healthcare would be useful but not essential).
  • Ability to provide generic technical guidance on certain aspects of employee benefits (Pension Allowances, ‘Excepted’ Life Cover etc…)
  • Good working knowledge of Microsoft Office and associated software such as Word, Excel and Powerpoint.
  • Previous experience of using Intelliflo and Volume would be an advantage.
  • Full or part CII qualified and/or related Pensions/Risk qualifications (or studying to achieve these accreditations) would be of value.

Key Tasks and Responsibilities

  • Manage the team by ensuring that team members are aware what their specific duties/job roles are.
  • Monitor and manage the Directors diary, including arranging and co-ordinating client meetings, seminar attendance and mailshots.
  • Ensure that sufficient planning and preparation has been made for forthcoming client meetings, including the provision of appropriate required reports, statements and information.
  • Keep up to date with the ongoing changes regarding pension rules and regulations and annual and lifetime allowances.
  • Produce “Pension Input Period” spreadsheets to calculate member’s unused pension allowances when requested (This can be taught if not familiar).
  • Provide valuations, fund guides/literature where requested (by ER or Member)
  • Record new employer and member information where required and keep this information up to date.
  • Processing new entrants/ leaver application forms and ensuring invoices are issued/paid.
  • Dealing with Group Risk Renewals, market reviews, underwriting, claims, and scheme implementations.
  • Ensure processes are constantly reviewed to ensure best practice and that each process is tracked and monitored where applicable.
  • Deal with Money Laundering on companies/individuals when required.
  • Maintaining/ Managing team to input expected fee/commission payments on IO including generating invoices and issuing where applicable
  • Deal with general correspondence and produce standard documentation
  • Liaise with providers and HR and Finance personnel to ensure that procedures and requirements, such as underwriting for example, are actioned, recorded and monitored so that they are dealt with efficiently.
  • Assist other members of the team when required as all administrative support staff are expected to be flexible and willing to carry out any jobs needing to be done within the division, to ensure high client service standards are maintained.
  • Ensure each client query is dealt with promptly & accurately as this is one reason we have successful client retention.


Please note your CV will be reviewed against the vacancy criteria and we will contact you within one week if we wish to progress your application any further.

Copperfield Recruitment Ltd are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.