To provide administration support to the Corporate Financial Planners and assist the team with day to day client administration, whilst delivering excellent service to clients.
Point of contact for all incoming calls and emails from our clients, product providers and Corporate Financial Planners
Responding to internal/external requests via email and phone in a prompt and efficient manner, keeping all parties informed of progress as appropriate
Work with the Corporate Financial Planners and Client Service Manager to ensure that all clients are receiving the service they are paying for
Strive to build on the existing client relationship and identify additional upselling opportunities.
To actively manage existing schemes for Pensions and Health, Risk and Wellbeing
Assist Corporate Financial Planner with recommendation reports
Process new business 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 the service propositions.
Undertake all new scheme implementation for both Pensions and HRW, including preparing client invitation packs, attending client meetings, setting up the scheme with the provider.
Maintain all client data for all schemes in a timely and efficient manner and prioritise workloads effectively.
Maintain scheme membership changes including addresses, leavers, contributions, salaries and claims.
Undertake member data requests for scheme renewals within service standards and carry out all relevant requests for quotes with providers
Ensure all data is requested and captured in an efficient and timely manner.
Regularly check data, fill gaps and amends errors where necessary.
Ensure all account records are checked and updated upon receipt of any correspondence via email and telephone.
Continually monitor scheme records, ensuring that accurate data can be produced when required. Identify potential gaps in clients needs and communicate this to the Corporate Financial Planner.
Record all client activity, including telephone calls, emails etc., on the CRM system including time recording to ensure that an accurate and complete audit trail is available at any time.
Build strong working relationships with the Employee Benefits team and wider business.
Assist your colleagues during periods of absence and holidays.
Actively take part in team meetings.
Adopt a can do approach when other members of the Team need assistance to ensure service standards are met.
Good working knowledge of Microsoft Office
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 (Desirable)
Experience of using Intelligent back office system (Desirable)
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
Relevant qualifications related to Employee Benefits or Financial Services
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
Buy and sell scheme where you can buy additional days holiday per year (up to 5)