Give us a call on 0117 379 0818

Employee Benefits Client Services Administrator, (BW-2041)

£22000 - £25000 p.a DoE plus discretionary bonus
Employee Benefits Client Services Administrator
Location: Bath or Gloucester
Hybrid Working
Salary: £22,000 - £25,000 p.a DoE plus discretionary bonus
This is an excellent opportunity to join a well-respected and forward thinking Financial Services company, committed to providing the very best advice through a top-quality team – and they recognise that every member of their staff has a significant part to play. From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience.
  • To provide administration support to the EB Consultants and assist the team with duties. Striving to build stronger relationships with a bank of clients, adding value and pre-empting their specific requirements. 
Key Responsibilities:
Customer Service
  • Point of contact for all incoming calls and emails from our clients, product providers and consultants.
  • Responding to internal/external requests via email and phone in a prompt and efficient manner, keeping all parties informed of progress as appropriate. 
  • Working with the entire Employee Benefits team to ensure that all clients receive excellent service at all times. 
  • Work with the Consultant and Employee Benefit Admin Team Leader to ensure that all clients are receiving the service they are paying for. 
EB Administration 
  • Build strong, professional, lasting relationships with clients, consultants and your colleagues
  • Make sure CRM records are up to date and managed
  • Request data from providers as and when required 
  • Keep the providers contact list for the team up to date 
  • Produce reports when required for the Corporate Financial Planners, this could be collating information from our shared client files or requesting the information from providers 
  • Process new business applications on third party sites, this will be for pension schemes including The Peoples Pension amongst others
  • Email clients to let them know schemes are now set up and the next steps. Ensuring all transactions are tracked through to accurate and timely completion, ensuring compliance filing and application set up with providers is carried out, in line with agreed service propositions
  • Make sure our transactional clients are emailed on a regular basis
  • Maintain all client data for all schemes in a timely and efficient manner and prioritise workloads effectively
Work Experience:  
  • Good working knowledge of Microsoft Office including Word, Excel, Outlook and PowerPoint 
  • Previous experience working in an administration role  
  • Experience of delivering accurate, relevant and timely information 
  • Previous experience working in a Pensions or Employee Benefits administration role 
  • Experience working with Auto Enrolment schemes 
  • Experience of using Intelligent Office back office system 
Skills & Qualifications: 
  • At least 5 A-C GCSE’s including Maths and English 
  • Strong interpersonal and communication skills 
  • Excellent customer services skills and commitment to providing quality service 
  • Excellent planning and organisational skills • Excellent accuracy and attention to detail 
  • Excellent telephone manner 
  • Ability to work as part of a team and unsupervised  
  • 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
  • Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
  • Group Life Assurance and Pension Scheme
  • Private medical Insurance
  • Group Income Protection
Bath / Gloucester
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: