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Employee Benefits Coordinator
2 months ago
Location: Remote
Salary: £30,000 - £35,000
Capio Recruitment Financial Planning is seeking a skilled Employee Benefits Administrator to join their team. This role offers a unique opportunity to work with a well-established firm of Financial Planners, providing bespoke Independent Financial Advice and corporate employee benefits solutions.
The ideal candidate will have previous experience in Financial Services, with a strong understanding of protection schemes, including PMI and Group Life. They will be comfortable dealing with clients, advisers, and providers, and possess excellent communication skills.
The Employee Benefits Administrator will provide support to the corporate financial planners, preparing suitability letters for scheme renewals, updating back office systems, and preparing client documentation. They will also be responsible for liaising with product providers, clients, and advisers, and dealing with ad-hoc administrative tasks.
To be successful in this role, the candidate will need to be willing to develop and undertake industry-relevant qualifications, and have excellent time management and organisational skills. They will also need to be proficient in using back office systems, provider platforms, and other IT systems.
Capio Recruitment Financial Planning offers a friendly culture, promoting talent internally and providing employees with the best chance to build a career with the company. The role offers a strong remuneration package and the opportunity to work autonomously in a remote-based environment.
Key Responsibilities:
- Providing support to corporate financial planners
- Preparing suitability letters for scheme renewals
- Liaising with product providers, clients, and advisers
- Updating back office systems
- Preparing client documentation
- Dealing with ad-hoc administrative tasks
Requirements:
- Previous Financial Services experience
- Experience working within an Employee Benefits position desirable
- Comfortable dealing with clients, advisers, and providers
- Excellent communication skills
- Willingness to develop and undertake industry-relevant qualifications
- Excellent time management and organisational skills
- Proficient in using back office systems, provider platforms, and other IT systems
