- Competitive salary with benefits
- Hybrid working
- Experience of working in an office environment / Administration
Fram are working with a leading financial solutions company who specialise a wide range of professional and financial services to private clients and companies. They provide advice across all areas of employee benefits as well as financial planning, tax planning, and investment management . They are seeking a new Employee Benefits Administrator to join their EB advisor team. The role would require you to deal with any administration tasks relating to employee benefits from both the employer and employees of their corporate client bank.
Some of the responsibilities include :
- Processing of client, provider and adviser queries by email, letter and phone.
- Send relevant benefit invites and action any additions – notifying company of any changes to payroll.
- Maintain the company database, updating and action new joiners and leavers.
- Explain transfer process and send LOA.
- Arrange call with adviser if suitable and available to client based on company service agreement.
- Generating transfer paperwork and issuing to employee.
- Processing of Group Personal Pension monthly contributions.
- Communicate with existing and former clients, providers and advisers via e-mail, letter and phone.
- Correspond with advisers and employers to arrange employer meeting days.
- Generate meeting day paperwork/diary entries for adviser.
- Support employers/employees' beneficiaries in benefit death claims for Pension/Life/Income
- Protection.
- Support employers/employees with any Private Medical Insurance claims/issues.
- Supporting employees with the auto-enrolment process, explaining the regulations and statutory
- amounts as chosen by the employer and helping action any opt outs.
- Obtain, check and issue invoices (PMI, GLA, GIP, Cash Plan & Dental). -
- Sending communications to employees regarding salary sacrifice, AE rate changes, claiming back
- Assisting with any relating queries around higher rate tax.
An ideal candidate will have experience around UK Pensions and a basic understanding of products such as Life assurance, income protection, and private medical insurance, along with an understanding of Net, Salary Sacrifice and Tax for pension contributions. They will also have experience dealing with providers and customers via telephone and emails. Working towards CII level 4 is desirable but not essential.