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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. Role: To provide administration support to the Employee Benefits 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 and expect. Employee Benefit 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 E-mail 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 Benefits 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
Employee Benefits Administrator Halifax NJR Recruitment are delighted to once again be recruiting for an established IFA firm who now has an excellent opportunity for an experienced Employee Benefits Administrator to join their expanding and highly professional team. Working from a medium sized 'state of the art' office in Halifax, a passionate, self-motivated and industry experienced individual is required to join a friendly, fast paced and growing EB team. What's in it for me? Competitive Salary Generous Holidays Ongoing training and development Regular pay reviews Free Parking Company pension Scheme Providing a high quality service to clients in respect of renewal and new business for Employee Benefits Insurance the successful candidate will be responsible for Provision of administrative support to the consultant Manage membership changes; joiners/leavers/salary/addresses, Support activity via client portal for membership changes and general queries Request quotes to add new joiners to policies Obtain policy information from insurers to support the Account Work with Account Managers to complete scheme specifications Liaise with insurers and clients as required Recording of claims on all protection policies The successful candidate will ideally have previous experience working as an Administrator within Employee Benefits (Group Risk / PMI), but those that have experience in other areas of wealth management (pensions/investments) will also be considered. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of customer service. For further information please contact one of our specialist consultants quoting REF: NJR14543