Employee Benefits Administrator - Putney - Up to £35,000

Recruiter
Clark James Insurance & Financial Services Recruit
Location
London
Salary
30000.0000
Posted
12 May 2017
Closes
11 Jun 2017
Contract Type
Permanent
Hours
Full Time

Clark James Financial Services are working with an established Independent Financial Adviser who are seeking a highly experienced Employee Benefits Administrator to join their Corporate department and provide effective support to the Corporate Advisers.

Key duties:

  • Rebroking existing corporate schemes
  • Prepare client files and joiner packs for meetings
  • Dealing with the administration and servicing of schemes and individual members
  • Processing all new business and providing regular updates on progress to clients and IFAs
  • Dealing with implementation of new schemes and conducting research
  • Maintain, monitor and oversee the smooth running of the scheme including reviews, renewals, new joiners and leavers
  • Update and maintain client records
  • Manage annual reviews to ensure product remains suitable
  • Work closely with IFAs and Manager to deliver teams goals and targets
  • Routinely and consistently follow company procedures and compliance requirements

Skills & Requirements

  • Good knowledge of Employee Benefits products including Group Pensions, Group Income Protection, Group Life, Group Critical Illness, Group PMI, and ideally Auto-enrolment legislation
  • Progression with the Diploma in Regulated Financial Planning or equivalent, with a minimum of R01, R02 & GR1,and prepared to continue with studying
  • Highly IT literate: excellent Excel skills are essential
  • Excellent written and oral communication skills
  • Highly organised, with a high level of accuracy
  • Development and implementation of initiatives, solutions and solves problems

Remuneration:

  • Salary - Circa £30,000 - £35,000
  • Contributory Pension
  • Healthcare Insurance