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Financial Services Administrator
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Financial Services Specialist
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Financial Services Administrator
2 months ago
**Job Title:** Financial Services Administrator
**Job Summary:** We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Service Service Employment Agency Limited. As a Financial Services Administrator, you will provide administrative support to our Private Client team, ensuring timely and accurate information is available to them.
**Key Responsibilities:**
- Generate quotes from various providers and assist in the formatting of data from clients and eligibility.
- Upload data for scheme processing and prepare meeting packs for consultants, including governance meetings.
- Complete post-meeting housekeeping, including actions and updating systems where directed.
- Assist with administering new and existing schemes and respond to scheme queries.
- Provide general administrative support to Employee Benefits team members, working closely with business support colleagues.
- Maintain and update your own talent development record, ensuring objectives are up to date and impact of any training is recorded.
**Requirements:**
- GRID foundation level training in Group Risk Insurance (desirable)
- R01 (desirable)
- Pensions, group risk or healthcare knowledge (desirable)
- Insurer offers knowledge (desirable)
- Pension provider systems knowledge (desirable)
**Personal Attributes:**
- Attention to detail/accuracy
- Computer literate
- Data management skills
- Analytical skills
- Good organisation and prioritisation
- Time management
- Ability to build and maintain relationships
- Communication - written and verbal
- Ability to follow rules and procedures
- Team working
**Benefits:**
- 29 days holiday (exclusive of Bank Holidays) + 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
