Job Description
Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing?
Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension & Employee Benefits Administrator to support their Financial Advisers and wider team.
The ideal candidate will have:
* Experience within a professional services or regulated financial environment
* Strong IT skills, ideally with exposure to FCA regulations
* A keen eye for detail and a client-first mindset
Key Responsibilities:
* Handling telephone enquiries
* General admin duties such as scanning, printing, and document management
* Administration of workplace pensions, group risk, and private medical schemes
* Submission of new business
* Attending meetings to support Financial Advisers where applicable
* Assisting the Employee Benefits team with ad hoc projects
* Processing non-technical client changes, e.g. updating address details with providers
* Keeping internal back-office systems (Gateway and Volume) up to date
To be successful in this role, you will:
* Be highly organised and able to manage multiple tasks simultaneously
* Have experience working within workplace pension and group risk administration
* Possess a solid understanding of the financial services industry
* Be a confident user of Microsoft Word, Excel, and Outlook
This opportunity is ideal for someone looking to grow within a dynamic and innovative firm, with clear pathways for professional development and study support. You'll join a collaborative and forward-thinking team, committed to continually improving the service offered to clients.
In return, you'll receive a competitive basic package and the tools and support to further your career.
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