My client is a well-known IFA and Employee Benefit firm in the heart of Bath, based in stunning offices, they seek an administrator to join their Employee Benefit team.
In return training and full support is given plus a good starting salary with genuine career progression prospects and benefits in return.
Purpose of Role: 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.
Key Responsibilities & Main Tasks
- Point of contact for all incoming calls and emails from clients, product providers, and Corporate Financial Planners.
- Ensure all correspondence is professional and friendly.
- Upload emails and phone notes as they are received.
- Respond to internal/external requests via email and phone promptly and efficiently, keeping all parties informed of progress.
- Work with the Employee Benefits team to ensure excellent service for all clients.
- Collaborate with Corporate Financial Planners and the Client Service Manager to ensure clients receive the service they expect.
What We're Looking For:
Essential:
- Good working knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Previous experience in an administration role
Desirable:
- Experience in Pensions or Employee Benefits administration
- Experience with Auto Enrolment schemes
- Experience using Intelligent back-office system
Perks and Benefits:
- 25 days holiday plus bank holidays (increases by 1 day every year of service, capped at 28 days)
- Holiday Buy and Sell offer
- Company-funded group life assurance
- Company-funded private medical insurance
- Funded training opportunities
- Electric vehicle scheme
- Time off for volunteering days
- Access to voluntary discounted benefits
If you're ready to take the next step in your career and make a real impact, click ‘apply' today and let's make great things happen together!