This Corporate Benefits Administrator job is available within a local IFA firm based in Northampton. This is an exciting opportunity with excellent career progression available for the successful individual to have pathway to becoming a Financial Advisor.
You will be working within their corporate pensions and employee benefits team who provide advice to their corporate clients. As such, you will be involved in providing renewals, review reports, obtaining new terms, liaising with clients and providers and ensuring records are accurately maintained.
This role offers pathway to develop into a Junior Financial Advisor role within 12 24 months, where you will be servicing their workplace members before eventually having your own client bank. The business would provide full support to assist you with obtaining your Level 4 Diploma in Financial Planning and guiding you through the training to become an Advisor. By working within an experienced team of varying roles, you will have excellent support around you to help as you learn and develop.
During your role as Corporate Benefits Administrator, you will be focused on:
1. Writing reports, which requires undertaking research
2. Requesting key information and data from clients and providers
3. Obtaining terms from providers during renewal stage and eva...