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Employee Benefits Administrator

2 months ago


Market Harborough, Leicestershire, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Employee Benefits Administrator - Corporate Support

Location: Remote

Salary: £30,000 - £35,000

This role is with a well-established financial services firm that has a strong reputation within the industry. The company has experienced significant growth over the last few years and has advisors across the country in multiple offices. The business is split between providing bespoke independent financial advice and having a broad corporate employee benefits offering.

Due to this, they handle a diverse range of case types including pensions, investments, mortgages, protection, IHT, tax & retirement planning, group risk, and GPP.

The role would focus on the corporate cases and would involve working within the employee benefits team supporting the corporate financial planners at the firm. They offer a good level of flexibility and this role can be mostly remote-based, as such they are looking for someone who can work autonomously and is comfortable within this type of role.

As a larger firm that provides employee benefits, there is a strong remuneration package on offer and they provide a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance to build a career with them.

Key Responsibilities:

  • Providing support to experienced corporate advisers
  • Dealing with a variety of protection schemes including PMI, Group Life
  • Liaising and chasing with product providers, clients, and advisers
  • Preparing suitability letters for scheme renewals
  • Updating back office systems
  • Preparing client documentation
  • Any 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 skills in both written and verbal communication
  • Willingness to develop and undertake industry-relevant qualifications
  • Excellent time management and organisational skills
  • Proficient using back office systems, provider platforms, and other IT systems

About Capio Recruitment Financial Planning:

Capio Recruitment Financial Planning is a leading recruitment agency specialising in financial services recruitment. We have a strong reputation for providing high-quality candidates to our clients and have a deep understanding of the financial services industry.

Why Choose Us:

  • We have a strong network of contacts within the financial services industry
  • We have a deep understanding of the industry and its requirements
  • We provide a personal and tailored service to our clients
  • We have a strong track record of success in placing candidates in financial services roles