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Self Employee Benefits and Pensions Administrator

Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: X3-383983

 My client a leading, national IFA practice is actively looking to recruit a highly skilled Self Employee Benefits Administrator to join their team in the Aylesbury area.  From an Employee Benefits background you will be working as part of a team to enable the Advisers to maintain a portfolio of employee benefit clients, processing new business obtaining policy illustrations and processing risk renewal and arranging group pension annual review meetings.  This role will only suit a strong Pensions and Employee Benefits Administrator. 

To be considered you must be able to demonstrate the following:-

 4 years’ experience in a Financial Services industry including preferably both employee benefits and group pension exposure or experience in either
 Good secretarial and numeracy skills with high degree of accuracy a pre-requisite
 Excellent interpersonal and organisational skills
 Working knowledge of Microsoft Word and Excel packages essential
 Desirable knowledge of Adviser Office
 Desirable NVQ Level 3 in Business Administration

The Key tasks within the role will include the following:-

 Preparation of client reports and annual review correspondence
 Carry out annual review processes for employee benefit products
 Send prepared investment information / reports to clients
 Respond to client administrative inquiries, face to face, through telecommunications or letter
 Follow processes to support clients and broker consultants
 Maintain the integrity of ‘Model Office’ processes and databases
 Participate in Supervision
 Liaise with providers with necessary and communicate outcomes
 Assist with the retention and development of client relationships
 Assist in the identification and development of new clients
 Evidence CPD
 Prepare documentation for client appointments / meetings

 Undertake office duties, such as filing, post, stock and order systems, minute taking

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