ADMINISTRATOR - IFA & EMPLOYEE BENEFITS
THE WIRRAL. FREE ON-SITE PARKING
SALARY 30,000 + BENEFITS
We are delighted to be once again working alongside a National & Leading firm of Chartered Financial Planners with offices in Cheshire, Leeds and London. An exciting opportunity is available for an Administrator to join their large offices based just outside of the Chester area. Our client is looking to recruit an additional candidate to compliment the International Employee Benefits team. The successful candidate will report directly to the Scheme Manager to ensure smooth running of various employee benefits and group pension schemes for the corporate and individual clients, the successful candidate will be responsible for;
o New business applications (following cases through to issue and payment) Claims
o Day to day queries from scheme members, employers and/or HR
o Referring any issues / technical queries to the Client Relationship Managers (CRM)
o Requesting, checking & issuing illustrations for scheme members
o Process and record changes to members personal details
o Checking and issue of policy documents to scheme members
o Processing scheme leavers and joiners
o Issue of annual statements to scheme members
o Upload monthly GPP premiums on product provider systems
o Process group scheme renewals, including requesting ...