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My client is a well-established, Financial Planning firm located on the outskirts of Norwich; at present they are looking to bolster their employee benefits team offering first class assistance to their portfolio of corporate clients.
Whilst you will be located in my clients head office in Norwich, they have offices nationwide and do support home working, allowing their employees to work from home, two out of the five, working day week.
Working in conjunction with my clients existing employee benefit 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 that all business is conducted in accordance with the Company’s Compliance Procedures and Professional Standards.
You must have experience working in corporate benefits, e.g. group pensions, death in service policies, income protection, critical illness cover and private medical insurance. Salary will be dependent on experience and will be discussed at interview.
You will benefit from a huge amount of support and once trained to provide advice be allocated your own admin' support, though ongoing support will always be provided.
Role Purpose: To provide administration and support services for workplace pension, automatic enrolment, group risk, and private medical insurance services. To ensure that all business is conducted in accordance with the Company’s Compliance Procedures and Professional Standards.
Principal Accountabilities:
Client Services:
* Preparation of client letters and documents.
* The drafting of client reports and communications.
* The collation of data and obtaining of quotations.
* Undertaking market reviews/mid-year reviews/notify changes.
* The accurate updating of client records.
* Liaising with corporate clients, insurers, and providers via email and phone.
* Performing day-to-day administrative tasks.
* Supporting administrainve projects.
General Office Duties:
* Answering phones promptly.
* Meeting and greeting clients.
* Preparation of refreshments.
* Opening and sorting of mail.
* Scanning documentation.
* Handling printing and posting tasks.
Other:
* Using internal systems to effectively plan and prioritise workloads.
* Maintenance and completion of accurate client records electronically, complying with the requirements of Data Protection.
* Developing relationships with clients, colleagues, and providers, referring to consultants when necessary, and communicate progress as required.
* Conducting other ad-hoc tasks and projects as requested by Managers and/or Directors.
* Continually developing relevant regulatory, product, and provider knowledge and undertake continuous professional development in line with company policy and record accordingly.
Key Role Competencies:
* Teamwork
* Communication
* Accuracy & attention to detail
* Time management & organization
Qualifications Requirements: My client will encourage and support you to achieve the Certificate in Financial Services and/or Certificate in Insurance (Health and Protection exams) within the intiial three years of yoru employment (if not already held).
BENEFITS
Holiday allowance 25 days + BH’s
Private pension
Office hours are 9-5, Monday to Friday. (Flexi, depednent on team requirements)
Death in service policy
Professional qualifications are paid for and encouraged/assistance with study
Biannual, discretionary, profit related pay