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Employee Benefits Administrator, West Midlands (BW-1443)

£25000 - £35000 doe

This company specialise in the delivery of financial planning to private and corporate clients. Private Clients receive tailored advice across investments, retirement planning, wills and trusts, and estate planning, whilst Business clients can receive specialist advice across a full plethora of employee benefits.

Job Role

Working within a team environment, you will support the Employee Benefits Advisers in this busy administration role. Duties invclude:

  • Processing of new business, existing business, scheme renewals, reviews, underwriting and claims
  • Regular dialogue with Directors, administration team and insurers
  • Complete product research, suitability reports and replacement policy forms (where scheme switch is implemented)
  • Reconciliation of scheme invoices and accounts
  • Uploading relevant documentation and data to back office system (Intelligent Office) to maintain accurate client records always
  • Maintaining accurate scheme information, specifications, and member data
  • Maintaining accurate master ‘log’ of Group Risk & Healthcare schemes and key dates / information
  • Reporting to Directors where scheme renewals are approaching, and client contact is necessary
  • Compile pre-renewal information/invites
  • Provide back office support to the internal platform team (including flexible / voluntary benefits)
  • Managing data and scheme management using employee benefits platform and via more traditional methods
  • Follow processes and procedures in dealing with clients efficiently and cost effectively
  • Deal with clients and colleagues in writing and on the telephone in a professional manner
  • Using Secure Data Transfer Application (DTA) for transfer of sensitive client information
  • Work to specific deadlines and service levels agreed with the Directors
  • Ensure work is completed accurately and to the desired high standards
  • Task and Diary Management
  • Ensure all work and communications with clients are carried out in accordance with the firm’s compliance and data protection procedures

Specifications, Knowledge & Qualifications


  • Proven Financial Services administration experience in Group Risk and/or Private Healthcare
  • Strong verbal and written communication skills at all levels
  • High level of accuracy and attention to detail
  • Proficient use of Microsoft Office package, including above average skills using Excel and Word
  • Good standard of general education
  • Awareness of the regulatory requirements
  • Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks


  • CII Group Risk (GR1)
  • Further Financial Services Qualifications would be advantageous
  • Use of Financial Services back office systems (Intelligent Office preferable)
  • Experience with Flexible / Voluntary benefits solutions and the interaction with a benefits platform

Auto Enrolment Pension with salary sacrifice option
Death in Service (4x salary)
Health Cash Plan

Voluntary Benefits:

Voluntary PMI
Benefits Platform with discounts/rewards suite
Childcare Voucher Scheme

Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: