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Financial Services Administrator
2 months ago
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.
- 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)
- 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
