Corporate Financial Planning Administrator - Lancashire

Tempest Jones Recruitment; England; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated professional to provide technical support to their Group Pensions and Employee Benefits Team. This role involves liaising with clients and insurers, executing daily administration tasks, and ensuring compliance with reporting regulations. The ideal candidate will have a keen eye for detail and excellent communication skills, making them a vital part of the team. With a competitive salary and benefits package, as well as opportunities for ongoing professional development, this position offers a chance to grow within a dynamic environment. Join a forward-thinking company that values dedication and hard work.

Benefits

Ongoing Professional Development

Hybrid Working Arrangements

Qualifications

• Experience in supporting corporate IFAs in group pensions and employee benefits.
• Strong verbal and numerical communication skills are essential.

Responsibilities

• Provide technical support to the Group Pensions and Employee Benefits Team.
• Execute daily scheme administration tasks and ensure compliance with regulations.

Skills

Administrative Support

Communication Skills

Attention to Detail

Client Liaison

Job description

28th March, 2025

The key purpose of the role is to provide full technical support to the Group Pensions and Employee Benefits Team.

We offer a competitive salary and benefits package, ongoing professional development, and hybrid working arrangements.

The role:

1. Liaising with clients, consultants, and insurers to deliver comprehensive administrative support for clients with schemes such as Group Personal Pension, Stakeholder, Group Life Assurance, Group Permanent Health Insurance, SSAS, SIPP, Key Person, and Shareholder Protection.
2. Executing daily scheme administration tasks in accordance with Client Specific Service Agreements, including processing annual scheme renewals, group life reviews, and monthly contribution updates.
3. Preparing accurate contribution schedules for corporate clients, ensuring compliance with reporting regulations and timely delivery within regulatory deadlines.
4. Processing new entrants, leavers, retirements, transfers, and death claims from schemes.
5. Producing illustrations and new entrant packs.
6. Liaising with the Group Risk Manager and assisting with the scheme re-broking process for group risk clients.
7. Preparing illustrations and processing new SIPP applications through to policy documentation.
8. Maintaining accurate electronic and paper-based records.
9. Monitoring and operating an effective diary system.
10. Performing general office duties such as filing, post sorting, scanning, and photocopying.

Key Skills:

Previous experience supporting administrative functions for corporate IFAs specializing in group pensions and employee benefits is preferred. Excellent communication skills, both verbal and numerical, are essential, along with a keen eye for detail. A professional, dedicated, and hardworking attitude is necessary to succeed in this role.

To Apply

For more information, contact Jenny Brophy and send your CV to [e-mail].

Relevant sectors include: Financial Services, Financial Planning, Pensions, Investments, Protection, Mortgages, Independent Financial Advice, Administration, Business Processing, Group Pensions, Employee Benefits, GPP, Group Risk, and Group Protection.

Locations: Preston, Chester, Crewe, Liverpool, Manchester, Stoke.