My client is a well-established Financial Planning firm located on the outskirts of Norwich. Currently, they are looking to strengthen their employee benefits team by offering first-class assistance to their portfolio of corporate clients.

While based at the head office in Norwich, they have offices nationwide and support home working, allowing employees to work from home two days a week.

In conjunction with the existing employee benefits team, you will develop and maintain profitable, long-term client relationships by providing excellent Group Risk and Healthcare advice and services.

You will also ensure all business complies with the Company’s Compliance Procedures and Professional Standards.

Applicants should have experience in corporate benefits, such as group pensions, death in service policies, income protection, critical illness cover, and private medical insurance. Salary will depend on experience and will be discussed at interview.

You will receive substantial support, and once trained, you will be allocated your own admin support, with ongoing assistance available.

Role Purpose: To provide administration and support services for workplace pensions, automatic enrolment, group risk, and private medical insurance, ensuring compliance with company policies and standards.

Principal Accountabilities:

Client Services:

• Preparation of client letters and documents.
• Drafting of client reports and communications.
• Data collation and obtaining quotations.
• Conducting market reviews, mid-year reviews, and notifying changes.
• Accurate updating of client records.
• Liaising with clients, insurers, and providers via email and phone.
• Performing daily administrative tasks.
• Supporting administrative projects.

General Office Duties:

• Answering phones promptly.
• Meeting and greeting clients.
• Preparing refreshments.
• Opening and sorting mail.
• Scanning documents.
• Handling printing and posting tasks.

Other Responsibilities:

• Using internal systems to plan and prioritize workloads effectively.
• Maintaining accurate client records electronically, complying with Data Protection regulations.
• Building relationships with clients, colleagues, and providers, referring to consultants when necessary, and communicating progress as required.
• Undertaking ad-hoc tasks and projects as requested by Managers and/or Directors.
• Continuously developing relevant regulatory, product, and provider knowledge and undertaking ongoing professional development, recording progress accordingly.

Key Competencies:

• Teamwork
• Effective communication
• Accuracy and attention to detail
• Time management and organization

Qualifications: The company encourages and supports employees to achieve the Certificate in Financial Services and/or Certificate in Insurance (Health and Protection exams) within the first three years of employment if not already held.

Benefits:

• 25 days holiday plus bank holidays
• Private pension scheme
• Office hours: 9 am to 5 pm, Monday to Friday (flexible options dependent on team requirements)
• Death in service policy
• Support and funding for professional qualifications and study
• Biannual discretionary profit-related pay