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Form of work
SalaryThis is an exciting opportunity to join the team. We are looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services.
As a Client Services Administrator your role will involve the following tasks:
- Maintaining client records and our internal system
- Processing new business applications, joiners/ leavers / changes
- Liaising with insurers and internal stakeholders
- Processing policy renewals
- Checking and processing renewal data
- Checking quotes
- Issuing membership documents
- Checking and issuing annual renewal accounts
- Answering client queries and providing an excellent customer experience
- Preparing reports for Senior stakeholders
This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors.
Our team works towards a common goal of success – we encourage our team to collaborate and work together to create positive results for the division.
Experience and Skills Required for this role
Our team dynamic is fast paced and multi-disciplinary – no one day is the same!
Day to day you may deal with different types of queries for different types of benefits and the role will be best suited to an individual who thrives on diversity and variety.
We are looking for an individual with the following skills to join us:
- Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial).
- Or be an experienced Wealth/Finance administrator from a financial advice firm or wealth management practice
- Passionate about service and providing a great customer experience
- Excellent telephone skills and experience speaking with client and / or insurers and providers
- Excellent communication and interpersonal skills
- Self-Motivated and uses initiative
- Organised and Methodical with an eye for detail
- Excellent written English skills and fully competent at Microsoft Word and Excel
- Ability to think on your feet and problem solve – we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings.
The Benefits
- Competitive Salary – range dependent on experience and skills
- Annual Leave starting at 25 days per year (plus Statutory Bank Holidays)
- A day off on your Birthday!
- Flexible Working options to support a work/life balance
- Staff Profit Share Scheme – We want you to benefit from the company’s success!
- A monetary bonus after 5, 10, 15 and 20 years’ service – We want your loyalty to be recognised!
- Company Pension
- Life Assurance / Death in Service Scheme
- Income Protection Scheme
- Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options
- Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role
- Free car parking
- Departmental and Company Social Events
- ‘Recruit a Friend Bonus Scheme’
Key words IFA / Client Services / Financial Advisor / Wealth Manager / Wealth Planner / Wealth Management / Pensions Advisor / Pensions Specialist / Chartered Financial Advisor / Chartered Financial Planner / Financial Planning / Employe Benefits/ Strategic Financial Planning If you are considering a new role and want to discuss further. Please apply to this role or give Amy Harris a call to discuss options –
Amy Harris – Supporting IFA’s and Financial Advisors across the UK
Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role
