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Employee Benefits Administrator, Gloucester

£20000 - £26000 plus benefits
 

This long established and well recognised Financial Services company have been providing financial advice to corporate and private clients for more than 70 years! The business has continued to grow throughout this time, largely through referrals and repeat business, in a lot of cases they have been looking after generations of family wealth.

It is an exciting time for the business as they look to grow in 2019 and want to bring in an additional member of staff in its Employee Benefits Administration team, to play an integral part in the back-office team to support the Group Risk Consultant.
 
Key Responsibilities
 
  • Play a key role in supporting the consultants to increase business income
  • Key duties include, but are not limited to; the processing of new business, product research, scheme renewals, compliance preparation and other general administration tasks
  • You will have regular dialogue with insurance companies to ensure the information required is accurate for the specific business needs
  • Be familiar with the Proceeds of Crime Act & Data Protection Act
  • Embrace the firm’s policy and commitment to the principle of Treating Customers Fairly when performing your duties
 
Key Skills
 
  • A team player! You’ll have strong inter-personal and communication skills 
  • Ability to prioritise, whilst managing your workload through excellent time management skills and the use of your initiative
  • A working knowledge of MS Word, MS Excel and MS Outlook. An experience of the IFA back office systems such as ‘Intelligent Office’ is preferred but not essential
  • To prioritise daily activities and respond effectively and efficiently to enquiries
  • To be professional and tactful in all areas of communication with clients/insurers and other contacts
  • To provide support to the team, when required, in addition to own duties
  • To build an ongoing relationship with product providers and third parties
  • To take ownership of problems and ensure their successful resolution
  • To maintain a good standard of product knowledge
 
Qualifications & Experience
 
  • Experience working within a Financial Planning or Insurance environment
  • Qualified to at least FPC 1 / Certificate in Financial Administration (CF1) with the desire to continue learning and developing
  • A good working knowledge of Word, Excel, MS Outlook, e-mail and Internet
Location: 
Gloucester
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
BW-978