Financial Services Administrator

1 day ago


Bury St, Suffolk, United Kingdom Service Service Employment Agency Limited Full time
Job Title: Financial Services Administration

We are seeking a highly organized and detail-oriented individual to join our team as a Financial Services Administrator. As a key member of our Private Client team, you will provide administrative support to ensure timely and accurate information is available to our consultants.

Key Responsibilities:
  • Generate quotes from various providers and assist in formatting data from clients and eligibility for scheme processing.
  • Prepare meeting packs for consultants, including governance meetings, and complete post-meeting housekeeping tasks.
  • Assist with administering new and existing schemes, respond to scheme queries, and provide general administrative support to Employee Benefits team members.
  • Maintain and update your own talent development record, ensuring objectives are up to date and the 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)
What We Offer:
  • Market leading salary and benefits package
  • Opportunity to progress in your career with support both personally and financially
  • All professional exams paid for
  • Personal study plans for CII professional qualifications
  • Paid study leave
  • Study books and resources paid for
  • 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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