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