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Benefits offered by this job
Opportunity for flexible working
Job summary
A financial planning firm in Gloucester is seeking an Employee Benefits Administrator to join their team. The role involves processing new business, supporting consultants to increase income, and managing various Group Risk Contracts. Candidates should have experience in a Financial Planning or Insurance environment, be knowledgeable about Microsoft Office tools, and aspire to hold relevant financial services qualifications. Flexible working opportunities are available.
Qualifications
Experience working within a Financial Planning or Insurance environment.
Aspire to hold financial services qualifications.
Good working knowledge of Word, Excel, MS Outlook, email and Internet.
Responsibilities
Support consultants to increase business income.
Process new business, product research, scheme renewals, and compliance preparation.
Communicate with insurance companies for accurate information.
Manage a mix of Group Risk Contracts and servicing Group Pensions schemes.
Skills
Experience in a Financial Planning or Insurance environment
Financial services qualifications or aspirations to hold these
Good working knowledge of Word
Good working knowledge of Excel
Good working knowledge of MS Outlook
Good working knowledge of email and Internet
Job description
A financial planning firm in Gloucester is seeking an Employee Benefits Administrator to join their team. The role involves processing new business, supporting consultants to increase income, and managing various Group Risk Contracts. Candidates should have experience in a Financial Planning or Insurance environment, be knowledgeable about Microsoft Office tools, and aspire to hold relevant financial services qualifications. Flexible working opportunities are available.