Employee Benefits Administrator

3 weeks ago


Reigate, United Kingdom CAPIO RECRUITMENT LIMITED Full time

Job Title: Employee Benefits and Insurance Administrator

Location: Reigate

**Salary**: £24,000 - £30,000

The Company:
We are working on a brand-new position with an established and growing Financial Planning business in Reigate who are searching to add an additional member to the Client Servicing department helping with the provision of Employee Benefits and Insurance Adviceto valued clients.

The current team is friendly, professional and boasts a fantastic supportive working culture.

This firm has a strong focus on building lasting relationships with their clients and putting their clients needs first. They provide a comprehensive range of advice services, specialising in Pensions, Investments, Tax, Mortgage and Protection planning totheir clients.

The Role:

- Organising adviser diaries and booking client meetings
- Maintaining back office systems
- Taking charge of the renewal process in full including suitability letters and post meeting action point letters for clients
- Writing factfinds, suitability reports and sourcing/placing of the insurance/group risk/employee benefits
- Supporting clients throughout the planning process, from the first point of contact through updating and answering queries
- Undertaking the letter of authority process including chasing providers and providing updates to clients and the planners
- Creating and maintaining spreadsheets to keep the team informed at all stages of the process

The

**Required Skills**:

- Prior experience of working within employee benefits and insurance.
- Experience within writing suitability reports for Employee benefits/Insurance - desirable
- Proactive can-do attitude
- Team Player
- Experience with Financial Services back office systems
- Financial Services qualifications via CII, LIBF, CISI - desirable

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.

Synonyms: Client Services executive, IFA Administrator, Financial Planning Assistant, Financial Planning Administrator, Financial services Administrator, Wealth Administrator, Wealth Management Administrator, Employee Benefits


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