Employee Benefits Coordinator

2 days ago


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

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

Key Responsibilities:
  • New business applications, following cases through to issue and payment
  • 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

This role 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.



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