Do you have experience of working in a regulated environment e.g. banking, pensions, investments? Do you want to work for a personable, engaging and rewarding organisation? Then read on…
My client is an award-winning advice firm with offices across Norfolk and Suffolk, established for almost forty years. They are seeking a Financial Services experienced candidate who has spent time working in corporate/employee benefits; candidates with a solid IFA practice background will also be considered. The successful candidate will benefit from a market-leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially.
Role Purpose
You will provide administrative support to the Employee Benefits team, ensuring that they have timely and accurate information.
Key Responsibilities
1. To generate quotes from various providers
2. To assist in the formatting of data from clients and eligibility, and upload for scheme processing
3. To prepare meeting packs for consultants, including governance meetings
4. To complete post-meeting housekeeping – including actions and updating systems where directed.
5. To assist with administering new and existing schemes and respond to scheme queries
6. To provide general administrative support to Employee Benefits team members, working closely with business support colleagues
7. To maintain and update my talent development record via the Beckett Academy App, ensuring my objectives are up to date and the impact of any training is recorded
Personal Specification
Qualifications
Knowledge in pensions, group risk or healthcare (desirable), insurer offers (desirable), and pension provider systems (desirable).
Skills and Abilities
1. Attention to detail/accuracy
2. Computer literate
3. Data management skills
4. Analytical skills
5. Good organisation and prioritisation
6. Time management
7. Ability to build and maintain relationships
8. Communication – written and verbal
9. Ability to follow rules and procedures
10. Team working
Personal Attributes
1. Behaving in a professional manner
2. Trust and integrity
3. Curiosity and willingness to learn and improve
Training
All professional exams paid for, personal study plans for CII professional qualifications, paid study leave, study books and resources paid for.
Benefits
29 days holiday (exclusive of BH) + office closed between Christmas and New Year + Birthday off, 5% of salary pension contribution, flexible working, profit share, social events, free parking, free drinks/fruit, cycle to work, length of service recognition, discounted legal services, life cover and income protection, healthcare cash plan, private health care scheme.
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