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IFA and Employee Benefits Coordinator

2 months ago

Birkenhead, Wirral, United Kingdom NJR Recruitment Full time
Job Title: IFA and Employee Benefits Administrator

We are delighted to be working alongside a leading firm of Chartered Financial Planners with offices in Cheshire, Leeds, and London. An exciting opportunity is available for an Administrator to join their large offices based just outside of the Chester area.

About the Role

The successful candidate will report directly to the Scheme Manager to ensure the smooth running of various employee benefits and group pension schemes for corporate and individual clients.

Key Responsibilities
  • New business applications (following cases through to issue and payment)
  • Claims
  • Day-to-day queries from scheme members, employers, and/or HR
  • Referring any issues/technical queries to the Client Relationship Managers (CRM)
  • Requesting, checking, and issuing illustrations for scheme members
  • Processing and recording changes to members' personal details
  • Checking and issuing policy documents to scheme members
  • Processing scheme leavers and joiners
  • Issuing annual statements to scheme members
  • Uploading monthly GPP premiums on product provider systems
  • Processing group scheme renewals, including requesting and checking quotes and aiding the CRM in negotiating rates with providers and drafting recommendation reports from templates
  • Preparation and issue of invoices to employers
  • Liaising with product providers, clients, and advisers as necessary
  • Ensuring that new and existing records, both computerized and manual, are kept up to date
  • Setting up clients on online benefits portals
  • Managing and updating online benefits portals with new joiners and member changes
  • Running monthly reports from online benefits portals
  • Assisting with monitoring of divisional Aged Debt reports
Requirements

The successful candidate will need to have previous experience working as an Administrator within a Financial Services environment, either from an IFA or Provider background. You will have solid communication and articulation skills, as well as a high level of competency in Excel, and strong technical skills and attention to detail is key.

Our client is looking for a strong team player with a can-do attitude towards the daily challenges of an exceptionally busy practice who is prepared to learn and to invest time to maximize their own potential.