Our clients, a well-known Financial practice in the East Anglia area, are looking to recruit a Financial Administrator to join their team, working in a support role to the financial planners or employee benefits team.
Working Hours:
1. Full Time
2. Hybrid working of 3 days in the office, 2 at home after the training period.
The successful Financial Administrator will be offered:
3. £28,000 - £35,000
4. Extra days off for Christmas and your birthday.
5. Life and Income Protection
6. Cash plan
7. Profile-share after 1 year at the company
8. In-house training and professional qualifications paid
Financial Administrator requirements:
9. 1 -2 years’ experience within a similar role
10. Ability to work as part of a wider team, as well as, individually
11. Strong communication skills; both written and verbal
12. Highly organised and self-driven individual
Responsibilities for the role of Financial Administrator:
13. Manage employee benefits schemes, ensuring timely processing, renewals, and market reviews.
14. Provide administrative support, prepare compliance documents, and maintain accurate client records.
15. Organise and follow up on client pre-renewal meetings, liaising with clients and insurers as needed.
16. Assist consultants with reports, presentations, and policy documentation.
17. Support Employee Assistance Programme implementation and ensure contractual obligations are met.
18. Train junior team members and lead projects to streamline processes, templates, and workflows.