Employee Benefits Administrator - Capio Recruitment Financial Planning : Job Details

Job Title: Employee Benefits Administrator

Location: Birmingham

Salary: £ 28,000 - £ 30,000

Company Overview:

A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team. They are committed to delivering personalised solutions tailored to each client's unique financial goals and objectives, and have good reputation in the market as a growing financial planning practice.

They are also a larger practice with several offices across the country but they have retained the feel of a small, friendly culture in which to work.

The role:

The role itself will be working within the corporate employee benefits team and being a key part of the advice process. Working closely with the experienced corporate planners and other administrators in the team, this role would involve providing comprehensive admin support across group pensions, group risk and group life products.

Ideally they are looking for candidates with a background within an Financial Planning firm and with strong administrative skills to cover tasks such as; producing valuations, processing new business, leasing with providers and creating meeting packs. This is a fast-paced environment and would suit someone who likes to be busy and who has strong interpersonal skills.

The Required Skills

• R01, CF1, GR1 or equivalent is desirable
• Experience of working with group pensions, group risk or group life products would be advatangeous
• Experience of using Intelliflo would be advantageous
• A professional and personable communicator who is comfortable dealing with clients
• Strong attention to detail and a good level of numerical skills
• Good understanding of the FCA and how a Financial services firm operates

Benefits

• Strong holiday allowance
• Life assurance
• Income protection
• Exam support

If you are passionate about delivering exceptional client service and have a strong desire to contribute to our team's success, we encourage you to apply for the Employee Benefits Administrator position.