This long established and well regarded IFA practice is keen to recruit an experienced Group Employee Benefits Administrator to join their existing team.
You will essentially be responsible for providing one on one support to an Employee Benefits Consultant. This will include processing of new business, client reviews, handling client/advisor queries, and obtaining quotes etc.
You will also be involved in the management of diary systems, client correspondence and liaison, the preparation of information for client meetings, use of online wrap platforms amongst other duties.
The successful candidate will have gained a minimum of 2-3 years’ experience of working in a similar financial services Employee Benefits support role within an IFA or EB practice.
Product knowledge is highly preferable, and in particular the firm would like strong knowledge Group Pensions, Group Life, and Group Healthcare. A solid understanding of Auto Enrolment would also be a distinct advantage.