Group Benefits Administrator

4 days left

Recruiter
Anonymous
Location
Worcester
Salary
22000.00 - 26000.00 GBP Annual + GBP22000 - GBP26000/annum GBP22-26k +bens
Posted
21 Oct 2019
Closes
18 Nov 2019
Job Type
Administrator
Contract Type
Permanent
My client is a National AIM-listed Wealth Management Advisory firm with offices based throughout the UK, providing Wealth Management services to both Private individuals and Universities across the UK.
We are urgently seeking a Group / Employee Benefits Administrator to join an existing team supporting the Corporate side of the business including day-to-day administration of Pension Schemes and Life Insurance policies.
Reporting to the Group Benefits Manager, your key responsibilities will be:
* Processing monthly Pension schedules
* Processing monthly contributions
* Calculating Pensions forecasts and preparing statements
* Compliance checks at review dates
* Dealing with bespoke adviser, scheme and individual member queries by telephone and email.
* Act as a point of contact for client's in the Advisers absence
* Form processing for new schemes
* Add schemes and members to back office system XPlan
* Prepare meeting and review packs for Advisers
* Sending scheme letters to clients
* Sending Valuations re[ports to clients
* Creating client invoices and sending / tracking
* Adding fees to Xplan back office system
* Obtaining policy information & quotes for Paraplanners
We are ideally seking a candidate who has around 2 years experience within Financial Services, it would be to your advantage if you have knowledge of Pensions and / or Life insurance. If you have experience working on the Corporate side of Financial Advice this would also be to your advantage, but this is not necessary.
Great salary offered with strong possibilities for career progression, coupled with the opportunity to study for further industry qualifications, such as a Diploma in Financial Planning