IFA and 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. Our client is looking to recruit an additional candidate to complement the International Employee Benefits team.

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
  • Preparing and issuing 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

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 are 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.

  • IFA and Employee Benefits Coordinator

    4 days ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    Job Title: IFA and Employee Benefits AdministratorWe are delighted to be working alongside a leading firm of Chartered Financial Planners with offices in Cheshire, Leeds, and London. An exciting opportunity has arisen for an Administrator to join their large offices based just outside of the Chester area. Our client is looking to recruit an additional...

  • IFA and Employee Benefits Coordinator

    4 days ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    Job Title: IFA and Employee Benefits AdministratorWe are delighted to be working alongside a leading firm of Chartered Financial Planners with offices in Cheshire, Leeds, and London. An exciting opportunity has arisen for an Administrator to join their large offices based just outside of the Chester area. Our client is looking to recruit an additional...

  • IFA and Employee Benefits Coordinator

    7 days ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    Job Title: IFA and Employee Benefits AdministratorWe 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 RoleThe successful candidate will report...

  • IFA and Employee Benefits Coordinator

    7 days ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    Job Title: IFA and Employee Benefits AdministratorWe 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 RoleThe successful candidate will report...

  • IFA and Employee Benefits Coordinator

    6 days ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    IFA and Employee Benefits Administrator Job DescriptionWe 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.Key Responsibilities:New business applications,...

  • IFA and Employee Benefits Coordinator

    6 days ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    IFA and Employee Benefits Administrator Job DescriptionWe 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.Key Responsibilities:New business applications,...

  • Employee Benefits Coordinator

    1 day ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    IFA and Employee Benefits Administrator Job DescriptionWe 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...

  • Employee Benefits Coordinator

    2 days ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    IFA and Employee Benefits Administrator Job DescriptionWe 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...

  • Employee Benefits Coordinator

    2 weeks ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    {"title": "Employee Benefits Administrator", "content": "Job SummaryWe are seeking an experienced Administrator to join our International Employee Benefits team at a leading firm of Chartered Financial Planners. The successful candidate will report directly to the Scheme Manager and be responsible for ensuring the smooth running of various employee benefits...

  • Employee Benefits Coordinator

    2 weeks ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    {"title": "Employee Benefits Administrator", "content": "Job SummaryWe are seeking an experienced Administrator to join our International Employee Benefits team at a leading firm of Chartered Financial Planners. The successful candidate will report directly to the Scheme Manager and be responsible for ensuring the smooth running of various employee benefits...

  • Employee Benefits Administrator

    5 hours ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    Job Title: IFA and Employee Benefits AdministratorWe are delighted to be working alongside a National & 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.The successful candidate will report...

  • Employee Benefits Administrator

    8 hours ago

    Birkenhead, Wirral, United Kingdom NJR Recruitment Full time

    Job Title: IFA and Employee Benefits AdministratorWe are delighted to be working alongside a National & 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.The successful candidate will report...

  • Logistics Coordinator

    1 month ago

    Birkenhead, Wirral, United Kingdom Premex Group Full time

    Join Premex Group as a Transport Coordinator At Premex Group, we value our employees and offer a range of benefits that enhance your work experience: 22 days of annual leave, increasing to 27, plus public holidays Option to purchase up to 5 additional holiday days or sell some back Your birthday off, guaranteed if you choose Paid sick leave after one year...

  • Employee Engagement and Retention Specialist

    1 month ago

    Birkenhead, Wirral, United Kingdom Autism Together Full time

    Position Title: Talent and Retention OfficerReporting to: Head of People ServicesAccountable to: People Service's Business PartnerKey Relationships: Establish and maintain effective working relationships with all Managers and Staff throughout Autism Together.Role Overview:The primary objective of this role is to deliver comprehensive support and guidance for...

  • Compensation and Benefits Advisor

    3 weeks ago

    Birkenhead, Wirral, United Kingdom Portfolio Payroll Full time

    Portfolio Payroll is seeking a highly skilled Payroll Specialist to join their team. As a Payroll Specialist, you will be responsible for providing expert advice to employees on payroll-related queries and ensuring all necessary payments are made within set deadlines.Key Responsibilities:Technical skills including Resourcelink System and ExcelSupport the...

  • Financial Planning Support Specialist

    1 month ago

    Birkenhead, Wirral, United Kingdom Ferguson Dean Full time

    About the OpportunityA prominent national Independent Financial Advisory (IFA) firm is seeking to add a Paraplanner to their expanding team. This well-established practice is experiencing significant growth and offers a clear pathway for career advancement into advisory roles. The firm serves a diverse clientele and operates on a workflow basis, allowing for...

  • Activities Coordinator

    7 days ago

    Birkenhead, Wirral, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a dedicated and enthusiastic Activities Coordinator to join our team at Ridgewood Court Residential Care Home. As an Activities Coordinator, you will play a vital role in enriching the lives of our residents by planning and delivering a variety of leisure and social activities.Key ResponsibilitiesPlan and deliver activities that...

  • Activities Coordinator

    7 days ago

    Birkenhead, Wirral, United Kingdom Sanctuary Group Full time

    About the RoleWe are seeking a dedicated and enthusiastic Activities Coordinator to join our team at Ridgewood Court Residential Care Home. As an Activities Coordinator, you will play a vital role in enriching the lives of our residents by planning and delivering a variety of leisure and social activities.Key ResponsibilitiesPlan and deliver activities that...

  • Service Coordinator

    3 weeks ago

    Birkenhead, Wirral, United Kingdom Wirral Borough Council Full time

    About the Role:Wirral Borough Council is seeking a highly motivated and compassionate Service Coordinator to join our team. As a Service Coordinator, you will play a vital role in supporting adults with learning disabilities, physical disabilities, and complex health needs. Our hubs provide unique services that enable individuals to participate in a wide...

  • Service Coordinator

    3 weeks ago

    Birkenhead, Wirral, United Kingdom Wirral Borough Council Full time

    About the Role:Wirral Borough Council is seeking a highly motivated and compassionate Service Coordinator to join our team. As a Service Coordinator, you will play a vital role in supporting adults with learning disabilities, physical disabilities, and complex health needs. Our hubs provide unique services that enable individuals to participate in a wide...