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Senior Consultant Support

3 months ago

Norwich Norfolk, United Kingdom Service Service Employment Agency Limited Full time

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Norwich team are looking for a Financial Services experienced candidate with significant time spent working specifically in the employee benefits; the successful candidate will benefit from a market leading salary, benefits package and importantly the opportunity to progress in their career with support both personally and financially.

You will be responsible for providing administration and general support to an Employee Benefits Consultant/s in the day to day running of client accounts across a range of pensions and group risk. Covering the full breadth of employee benefits services, mainly covering group personal pensions, with knowledge of automatic enrolment and salary exchange plus Group Risk products. In addition, knowledge of PMI and cash plans would be beneficial.

PERSON SPECIFICATION

My client requires the successful applicant to have previous financial services experience, and specifically strong group pensions knowledge. You will ideally hold professional qualifications (R01, GR1, R05) although this is not essential, you would however be required to work towards these upon joining.
Willingness to work hard and have a ‘can do’ attitude
Learn about healthcare, auto enrolment pensions and group risk products from day-to-day learning and additional reading
Commitment to study for professional qualifications
Manage the volume and prioritisation of work, and deliver a higher standard of service than competitors to retain clients and exceed the expectations of new clients, which includes:
• Understanding of, and adherence to, regulatory requirements and internal policies
• Delivery of high levels of customer service
• Attention to detail and accuracy
• Strong verbal and written communication skills
• Team working and flexibility
• Methodical and organised working practices to meet deadlines
• IT literacy, especially company specific software and Microsoft products
KEY RESPONSIBILITIES

You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials, governance meetings and other associated queries.
Administering a portfolio of clients in respect of their Group Risk contracts including Group Life, Group Income Protection and Group Critical Illness Schemes.
As a senior Group Pensions & Group Risk Administrator you will be responsible for providing pro-active administration support to the Consultant in order to retain and expand existing client accounts and to help develop new business.
You will liaise with insurers to negotiate preferred terms, attend client meetings and draft recommendation reports. You will have excellent verbal and written communication skills, attention to detail, a reliable working attitude and a professional client focussed approach with experience of dealing with a range of SME and Corporate clients.

MAIN CHALLENGES

• Learning the back-office system Intelliflo and other systems and insurer sites
• Managing the volume and prioritisation of work
• Ability to manage and organise your work and excellent attention to detail
• Completing all work to a high standard, which in turn enables delivery of a higher standard of service than competitors to retain clients and exceeding the expectation of new clients
OPPORTUNITIES

My client is passionate about supporting its staff to learn and develop to enable them to achieve career aspirations. They have an Academy which supports individuals with both technical and non-technical training along with a wealth of learning within your role day to day.
My client promotes professional qualifications for all staff, they fund study books and exams and you have allocated study time each week. Through their Academy a study plan is developed to help you stay on track and achieve goals.
For this role my client would expect you to hold or be studying for relevant professional qualifications.
Working week - 35 hours, Monday - Friday 9 am – 5pm (this role is hybrid and you may work two days from home).
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 + 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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