Employee Benefits Administrator

1 week ago

Manchester, United Kingdom K3 Capital Group Full time £25,000 - £40,000 per year

Pareto Financial Planning, now part of K3 Capital Group, have a new opportunity as an Employee Benefits Administrator.

The role involves providing first-class administration support to the Employee Benefits department working together with a team of Advisers, in order that we may provide our corporate clients with a positive professional experience, offering highly technical and qualified knowledge.

Key Duties

  • Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans.
  • By key point of contact for your corporate clients, keeping them informed during all stages of the lifecycle new business, renewals and being available for queries.
  • Issue Letters of Authority or Appointment and ensure all information is received back in a timely manner.
  • Liaise with clients to obtain data required for quotation.
  • Examine data to ensure it is compliant with scheme rules, client's needs.
  • Obtain quotations from providers at both new business & renewal stage.
  • Collate quote results into comparisons for Advisers to sign off for recommendations.
  • Analyse and format data to ensure it is compliant with scheme definitions & rules.
  • Deal with the on risk and set up of new Employee Benefits Schemes Renew or Switch schemes as directed by the Adviser team.
  • Check & Issue Policy Documents & Accounts.
  • Process Joiners / Leavers to PMI in a timely manner.
  • Provide analytics on clients for Adviser team.
  • Answer incoming call enquiries in to the business in a professional manner and redirect where required.
  • Check client Fees, issue invoices & manage any aged debt. Ensure fees are recorded internally in line with processes and SLA.

Compliance

  • Adhere to FCA regulations in accordance with our compliance procedures.
  • With Compliance Department assistance, keep up to date with legislation / compliance matters. 
  • Consumer Duty and TCF (Treating Customers Fairly) – pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement.

Relationships

  • Develop and maintain good working relationships with Financial Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser team and Clients.
  • Maintain an effective ongoing relationship with your bank of clients.
  • Establish good ongoing working relationships with product providers.

Skills & Experience 

  • Experience within Employee Benefits administration.
  • Proficient in Microsoft Office applications.
  • Self-motivation and organisational skills.
  • A good level of numeracy and IT skills.
  • A flexible approach to work.
  • Decision-making skills.
  • A target-driven mind-set.

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