Employee Benefits Account Handler

You will work in a team alongside existing Employee Benefits Administrators to provide support to our team and Employee Benefits Consultants, who provide advice to clients on group income protection insurance, group life insurance (death in service), group health insurances (private medical, dental, cashplans etc.) and group (DC) pensions. You will also work closely with clients and insurers. The main duties of the role include:

• Going to market to obtain quotations from the UK's leading group pension, group risk and health providers
• Putting together client facing reports detailing our market research
• Supporting Consultants process new business and meet deadlines
• Putting together materials to assist with pension governance meetings
• Supporting with scheme underwriting by liaising with clients and insurers
• Supporting with scheme claims by liaising with clients and insurers
• Producing suitability letters for clients detailing our recommendation(s)
• Data migration of client file information for external compliance checks
• General administration and helping to answer ad hoc client queries
• Answering group phone calls
• Supporting with training of team members
  
  Minimum of 5 years working within the financial services industry (including 3+ years of group pensions experience).
You will have obtained some financial exams already and you will be expected to continue to build on technical knowledge where appropriate by taking exams. High levels of accuracy and attention to detail is vital as this role involves careful data entry. You must also have a polite and responsive client manor both via email and telephone. It is a very busy and fast paced team so you must have great organisational skills. You will use standard office software, such as Gmail, Docs and Sheets, as well as in-house systems, so you will need to have solid computer skills.

This is an exciting opportunity to build a career at one of the UK's leading financial adviser firms. The company is extremely well respected in the industry, having won multiple awards and being frequently quoted in leading newspapers, such as the Financial Times and The Independent. Being a growing SME, there is a vibrant entrepreneurial environment where everyone's views and opinions are taken seriously, allowing everyone to contribute to the growth and success of the company. We're a team and have an excellent culture of looking after and supporting each other.


• Salary depending on experience (based on full time hours)
• Flexible working options between 8am and 6pm
• 25 days paid holiday, plus bank holidays (based on full time hours of 35 hours per week)
• 5% employer pension contributions
• 2x salary death in service benefit
• Health cash plan insurance
• Income protection, 75% of salary after deferment period
• Private medical insurance
• Hybrid working options are available - subject to training status
• Sponsorship through professional exams with the CII
• Opportunity to expand