My client is a well-established Financial Planning firm located on the outskirts of Norwich. Currently, they are looking to strengthen their employee benefits team to provide first-class assistance to their portfolio of corporate clients.
While based at the head office in Norwich, the company has offices nationwide and supports home working, allowing employees to work from home two days a week.
In conjunction with the existing employee benefits team, you will develop and maintain profitable, long-term client relationships through the provision of first-class Group Risk and Healthcare advice and services.
You will also ensure all business is conducted in accordance with the company's Compliance Procedures and Professional Standards.
Applicants should have experience working in corporate benefits, such as group pensions, death in service policies, income protection, critical illness cover, and private medical insurance. Salary will depend on experience and will be discussed at interview.
You will benefit from extensive support, and once trained to provide advice, you will be allocated your own admin support. Ongoing support will always be available.
Role Purpose: To provide administration and support services for workplace pensions, automatic enrolment, group risk, and private medical insurance services, ensuring compliance with the company's standards.
Principal Accountabilities:
Client Services:
* Preparation of client letters and documents.
* Drafting of client reports and communications.
* Collation of data and obtaining quotations.
* Undertaking market reviews, mid-year reviews, and notifying changes.
* Accurate updating of client records.
* Liaising with corporate clients, insurers, and providers via email and phone.
* Performing daily administrative tasks.
* Supporting administrative projects.
General Office Duties:
* Answering phones promptly.
* Meeting and greeting clients.
* Preparing refreshments.
* Opening and sorting mail.
* Handling printing and posting tasks.
Other Responsibilities:
* Using internal systems to plan and prioritize workloads effectively.
* Maintaining and completing accurate client records electronically, complying with Data Protection regulations.
* Developing relationships with clients, colleagues, and providers, referring to consultants when necessary, and communicating progress as required.
* Conducting ad-hoc tasks and projects as requested by Managers and/or Directors.
* Continuously developing relevant regulatory, product, and provider knowledge, undertaking continuous professional development, and recording it accordingly.
* Fostering teamwork, effective communication, and good time management and organization skills.
Qualifications: The company encourages and supports employees to achieve the Certificate in Financial Services and/or the Certificate in Insurance (Health and Protection exams) within the first three years of employment, if not already held.
Benefits:
* 25 days holiday plus bank holidays.
* Office hours are 9-5, Monday to Friday, with flexibility depending on team requirements.
* Death in service policy.
* Support and funding for professional qualifications and study assistance.
* Biannual discretionary profit-related pay.
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