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Permanent

Client Executive - Employee Benefits

Brierley Hill
money-bag 26000.00-26000.00 Annual
Posted Today

Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing?Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension and Employee Benefits Administrator to support their Financial Advisers and wider team.The ideal candidate will have:Experience within a professional services or regulated financial environmentStrong IT skills, ideally with exposure to FCA regulationsA keen eye for detail and a client-first mindsetKey Responsibilities:Handling telephone enquiriesGeneral admin duties such as scanning, printing, and document managementAdministration of workplace pensions, group risk, and private medical schemesSubmission of new businessAttending meetings to support Financial Advisers where applicableAssisting the Employee Benefits team with ad hoc projectsProcessing non-technical client changes, e.g. updating address details with providersKeeping internal back-office systems (Gateway and Volume) up to dateTo be successful in this role, you will:Be highly organised and able to manage multiple tasks simultaneouslyHave experience working within workplace pension and group risk administrationPossess a solid understanding of the financial services industryBe a confident user of Microsoft Word, Excel, and OutlookThis opportunity is ideal for someone looking to grow ..... full job details .....

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