Job Information

Details 

• ·        Hours are Monday to Friday, 9am to 5pm (Open to considering reasonable adjustments)
• ·        Considering part office/part home working options but not yet implemented
• ·        25 days holiday which increases to 26 after 4 years
• ·        CSP after 1 years’ service equivalent to 10 days per year
• ·        Following successful completion of 6 month probation, receive a day off each year for birthday, DIS at 2x salary and IP
• ·        Flexible working options
• ·        Work place pension

The Business 

This company provides Independent Financial Advice across all pensions and investment products, and in mortgages and protections too.  They also administer Group Schemes for Corporate clients.

The Role

As a Group Schemes Administrator you will be the point of contact for each client and each scheme you are administering. You will take ownership of your workload and ensure smooth running of each scheme. You will be liaising regularly with members, employers, HR representatives and providers across various aspects of the role.

Tasks 

• ·        Deal with the following in a timely and compliant manner:-
• ·        New business applications (following cases through to issue and payment)
• ·        Claims processing
• ·        Day to day queries from scheme members, employers and/or HR
• ·        Referring any issues / technical queries to the Client Relationship Managers (CRM)
• ·        Process and record changes to members personal details
• ·        Checking and issue of policy documents to scheme members
• ·        Processing scheme leavers and joiners
• ·        Issue of annual statements to scheme members
• ·        Upload monthly GPP premiums on product provider systems
• ·        Process group scheme renewals, including requesting and checking quote and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.
• ·        Preparation and issue of invoices to employer
• ·        Liaising with product providers, clients and advisers as necessary
• ·        Ensure that new and existing records, both computerised and manual, are kept up to date
• ·        Set up clients on online benefits portal
• ·        Manage and update online benefits portal with new joiners and member changes
• ·        Run monthly reports from online benefits portal
• ·        Assist with monitoring of divisional Aged Debt report
• ·        Filing – in accordance with in-house paperless office procedures
• ·        Provide general administrative and clerical support, as required
• ·        Any other reasonable tasks or duties as requested by Management
• ·        Manage own bank of clients once fully trained

Please apply or call/text/whatsapp Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk for more information.