Join to apply for the Employee Benefits Administrator role at K3 Capital Group.
Pareto Financial Planning, now part of K3 Capital Group, has a new opportunity as an Employee Benefits Administrator. The role involves providing first‑class administration support to the Employee Benefits department, working together with a team of Advisers to deliver a positive professional experience for our corporate clients and offering highly technical, qualified knowledge.
Key Duties
* Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans.
* Serve as key point of contact for corporate clients, keeping them informed during all stages of new business, renewals and being available for queries.
* Issue Letters of Authority or Appointment and ensure all information is received back in a timely manner.
* Liaise with clients to obtain data required for quotation.
* Examine data to ensure it is compliant with scheme rules, clients needs.
* Obtain quotations from providers at both new business & renewal stage.
* Collate quote results into comparisons for Advisers to sign off for recommendations.
* Analyse and format data to ensure it is compliant with scheme definitions & rules.
* Deal with the onboarding and set up of new Employee Benefits Schemes, Renew or Switch schemes as directed by the Adviser team.
* Check & Issue Policy Documents & Accounts.
* Process Joiners / Leavers to PMI in a timely manner.
* Provide analytics on clients for Adviser team.
* Answer incoming call enquiries in to the business in a professional manner and redirect where required.
* Check client Fees, issue invoices & manage any aged debt; ensure fees are recorded internally in line with processes and SLA.
Compliance
* Adhere to FCA regulations in accordance with our compliance procedures.
* With Compliance Department assistance, keep up to date with legislation / compliance matters.
* Consumer Duty and TCF (Treating Customers Fairly) pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement.
Relationships
* Develop and maintain good working relationships with Financial Advisers, colleagues and management to provide an efficient and effective service to the Adviser team and Clients.
* Maintain an effective ongoing relationship with your bank of clients.
* Establish good ongoing working relationships with product providers.
Skills & Experience
* Experience within Employee Benefits administration.
* Proficient in Microsoft Office applications.
* Self‑motivation and organisational skills.
* A good level of numeracy and IT skills.
* A flexible approach to work.
* Decision‑making skills.
* A target‑driven mind‑set.
Seniority Level
* Entry level
Employment Type
* Full‑time
Job Function
* Human Resources
Industry
* Human Resources
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