Financial Services Administrator at Succession Wealth
Birmingham B3 2DJ, , United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

04 Dec, 25

Salary

0.0

Posted On

04 Sep, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Services

Industry

Human Resources/HR

Description

EMPLOYEE BENEFITS ADMINISTRATOR - HYBRID FROM OUR BIRMINGHAM OFFICE

Our specialist Employee Benefit Solutions division provides employee benefits advice, consultancy, and support to clients of all types and sizes, from workplace pensions and group risk to staff communications. We now have a fantastic opportunity for an experienced Employee Benefits or Pensions Administrator to join the team.
As an Employee Benefits Administrator you will work as part of a highly professional support team that enables our Planners to maintain a portfolio of employee benefits clients and ensures that the business is able to deliver an outstanding service to its customers.

YOU…

We are looking for an excellent communicator with a passion for delivering an outstanding level of service and the confidence to maintain and develop strong relationships with both existing and potential clients.

Responsibilities

· Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion
· Processing both group risk renewals and arranging group pension annual review meetings
· Ensuring that client records are kept up to date and accurate.
· As a Senior team member, you will support with more complex matters.
· Booking client meetings and appointments
· Preparing documentation, client reports and annual review correspondence.

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