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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
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them. Overview To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients Key Responsibilities Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports. Work with centralised Administration team for processing new client and annual review post meeting packs. Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures. Package and dispatch financial planning reports for the Financial Planners and their clients. Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs. Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries. Produce and issue client fee invoices. Updating client platform account records accurately in line with company processes. Proactively review platform accounts and MI reports on a regular basis, Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information About You Essential Requirements Previous experience of working in similar role Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools. Experience of delivering accurate, relevant and timely information Desire to deliver exceptional service at all times and strong focussed approach to achieving the best outcome for the client and the business. Excellent organisational skills, flexible and proactive approach to getting the job done. Strong interpersonal skills, both written and verbal communication. Excellent accuracy and attention to detail. Proven ability to work on own initiative. Desirable Requirements Experience of working with Investment Wrap Platforms Experience of using Intelligent Office back-office system Experience of working in a small to medium sized financial services environment Experience of working in an environment of significant change 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
Job Title: Employee Benefits Administrator Industry: Wealth Management Location: Bath Salary: £22,000 - £25,000 Job Reference: 9027 Job Description: Recruit UK is working on an excellent opportunity for an Administrator to join a prestigious and successful IFA firm in Bath. This role will develop your employee benefits skills, and no prior employee benefits experience is needed to succeed, as full training will be provided. This role will involve but not be limited to: Providing administrative support to the corporate client executive Inbox management Client liaison Working with providers Producing reports General ad-hoc admin tasks Benefits: Salary £22,000 - £25,000 25 days annual leave Hybrid working A genuine focus on work-life balance 4x death in service Skills and experience required: Previous administration experience Team player attitude Strong communication skills Knowledgeable in pensions About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Bath. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Creative Services Executive - 3D Retail Bath, Somerset (With hybrid working after the probation period) About Us We're frontline, a big group company, an award-winning, innovation driven 3D retail design and integrated marketing agency who apply bigger thinking to everything we do. For over 30 years, we've been helping our clients create memorable EXPERIENCES, drive business results to amplify PERFORMANCE, innovate with technology to drive TRANSFORMATION and nurture and connect brands with consumers to build genuine COMMUNITIES. We are currently seeking a Creative Services Executive to join our team on a full-time, permanent basis. The Benefits Salary of £23,000 - £25,000 per annum depending on experience 23 days' holiday plus bank holidays increasing with length of service Up to five paid days of charity work per year Hybrid working options (after probation) Health cashback scheme Life cover Pension scheme Profit share Cycle to work scheme Gym discounts Social events throughout the year A welcoming and friendly office environment Computer scheme make savings on IT equipment through a government-backed salary exchange scheme This is an amazing opportunity for a highly organised individual with experience designing retail displays and a decent grasp of marketing to embark on an exciting career with our award-winning company. This role isn't just about what you bring to the table now; it's about what you'll gain. With access to a variety of training and development opportunities, you'll expand your marketing skills and knowledge, paving the way for professional growth and career progression. So, if you're ready to take your career to the next level and make an impact with our passionate team, read on and apply today! The Role As a Creative Services Executive, you will assist with the management of a major blue-chip client, focusing on 3D retail displays. Specifically, you will support the delivery of design projects for 3D retail displays for the client, acting as their initial point of contact and managing day-to-day activity. You'll liaise with our design team and deliver the client's briefs in line with expectations, on time and within budget, providing new, innovative ideas and ensuring the highest standards. Additionally, you will: Produce status reports and attend regular client status meetings Produce quotes Create and maintain all project documentation About You To be considered as a Creative Services Executive, you will need: Experience of the design and management of retail display manufacturing and/or installation General marketing and/or retail marketing knowledge Strong relationship building skills Good multi-tasking skills Excellent written and verbal communication skills A degree-level qualification in 3D design, product design, engineering or interior design (or similar) is a bonus. Other organisations may call this role POS Executive, POS Marketing Executive, Marketing Executive, Marketing Assistant, Brand Activations Executive, Marketing Account Executive, or Client Services Account Executive. Webrecruit, frontline and big group are equal opportunities employers, value diversity and are strongly committed to providing equal employment opportunities for all employees and all applicants for employment. Equal opportunities are the only acceptable way to conduct business and we believe that the more inclusive our environments are, the better our work will be. So, if you want to take the next step in your career as a Creative Services Executive, please apply via the button shown. This vacancy is being advertised by Webrecruit. The services advertised by Webrecruit are those of an Employment Agency.