Job Information

Our claients are a national firm of Financial Advisors who require an Employee Benefits Manager and PA to Director.

Job Purpose:



• To provide direct administrative & PA support to the Head of the Employee Benefits division.
• To liaise directly with corporate clients and product providers/insurers as the key administrative contact.
• To help maintain successful client relationships and manage the EB team through the delegation of duties to ensure all work is completed in a timely & professional manner.



Qualifications and Experience



• 3 years minimum general financial services industry experience (ideally encompassing pensions & employee benefits)
• Good basic understanding of servicing, administering & retaining employer sponsored pension schemes (mainly ‘contract based’ Defined Contribution schemes aka Group Personal pension schemes)
• Knowledge and experience of Group Risk Benefits schemes (i.e. Life Cover, Income Protection & Critical Illness Cover) including conducting annual market reviews, scheme renewals and managing the claims process. (An understanding of PMI/Healthcare would be useful but not essential).
• Ability to provide generic technical guidance on certain aspects of employee benefits (Pension Allowances, ‘Excepted’ Life Cover etc…)
• Good working knowledge of Microsoft Office and associated software such as Word, Excel and Powerpoint.
• Previous experience of using Intelliflo and Volume would be an advantage.
• Full or part CII qualified and/or related Pensions/Risk qualifications (or studying to achieve these accreditations) would be of value.