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Employee Benefits Administrator

2 months ago


Birmingham, Birmingham, United Kingdom Succession Wealth Full time
About the Role

We are seeking an experienced Employee Benefits Administrator to join our team at Succession Wealth. As a key member of our Employee Benefit Solutions division, you will play a vital role in providing exceptional service to our clients.

Key Responsibilities
  • Liaise with policy providers to obtain policy details, illustrations, and process new business applications.
  • Process group risk renewals and arrange group pension annual review meetings.
  • Ensure accurate and up-to-date client records.
  • Support senior team members with complex matters.
  • Book client meetings and appointments.
  • Prepare documentation, client reports, and annual review correspondence.
Requirements
  • Minimum 2 years' experience in Employee Benefits and/or Group Pension administration.
  • Excellent communication and interpersonal skills.
  • Good secretarial and numeracy skills with high accuracy.
  • Working knowledge of Microsoft Word and Excel packages.
  • Desirable knowledge of Adviser Office.
What We Offer
  • Competitive basic salary.
  • Annual pay reviews and performance-linked increases.
  • Range of benefits including:
    • 25 days annual leave, increasing with service.
    • Excellent company pension scheme.
    • Agile and family-friendly working arrangements.
    • Company sick pay.
    • Enhanced maternity, paternity, and adoption pay.
    • Up to 40% discount on Aviva Insurance & Investment products.
    • £450 towards home office equipment.
    • Group Life Assurance Scheme: 8 x salary.
    • Access to the Benefit Hub.
    • Range of health benefits.
    • Voluntary flexible benefits platform.
    • Support with 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.