Employee Benefits Administrator
1 week ago
Employee Benefits Administrator Role
We are seeking an experienced Employee Benefits Administrator to join our team at Succession Wealth. As an Employee Benefits Administrator, you will play a crucial role in supporting our Planners in maintaining a portfolio of employee benefits clients and ensuring the delivery of an outstanding service to our customers.
Key Responsibilities:
- Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, and tracking to completion.
- Processing group risk renewals and arranging group pension annual review meetings.
- Ensuring client records are kept up to date and accurate.
- Supporting with more complex matters as a senior team member.
- Booking client meetings and appointments.
- Preparing documentation, client reports, and annual review correspondence.
Requirements:
- A minimum of 2 years' experience within Employee Benefits and/or Group Pension administration.
- Good secretarial and numeracy skills with a high degree of accuracy.
- Excellent interpersonal and organisational skills.
- Working knowledge of Microsoft Word and Excel packages essential.
- Desirable knowledge of Adviser Office.
What We Offer:
- A competitive basic salary, annual pay reviews, and performance-linked increases.
- A fantastic range of benefits, including 25 days' annual leave, excellent company pension scheme, agile and family-friendly working arrangements, company sick pay, enhanced maternity, paternity, and adoption pay, and up to 40% discount on Aviva Insurance & Investment products.
- Access to the Benefit Hub, discounts on shopping, dining out, holidays, and lots more.
- A range of health benefits, including eye care vouchers, flu vaccinations, annual health screening, digital GP, mental health, and nutrition sessions, and employee assistance programme.
- Voluntary flexible benefits platform, including private medical insurance, medical cash plan, dental insurance, critical illness, and health screening.
- Support with cost of professional exams/study days.
- Charity days.
- Company events.
Our Commitment to DE&I:
Succession Wealth is committed to building and preserving a culture of inclusion and diversity. We strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.
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