Employee Benefits Administrator

Successionwealth; Birmingham; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a detail-oriented Employee Benefits Administrator to join their dynamic team. This role offers a unique opportunity to support financial planners in managing a diverse portfolio of employee benefits clients. You will be responsible for liaising with policy providers, processing applications, and ensuring client records are meticulously maintained. The company values work-life balance, offering hybrid working arrangements and a competitive salary along with a comprehensive benefits package. Join a supportive environment that fosters professional growth and a commitment to diversity and inclusion, where your contributions will be valued and recognized.

Benefits

25 days Annual leave

Excellent company pension scheme

Agile working arrangements

Company sick pay

Enhanced maternity/paternity pay

Discounts on Aviva products

Home office equipment allowance

Access to health benefits

Support for professional exams

Charity Days

Qualifications

• Experience in Group Protection and Health & Wellbeing is ideal.
• Strong communication and organisational skills are essential.

Responsibilities

• Liaising with policy providers and processing new business applications.
• Maintaining accurate client records and preparing documentation.

Skills

Group Protection

Health & Wellbeing

Group Pensions

Communication Skills

Numeracy Skills

Organisational Skills

Education

Experience in Employee Benefits

Exposure to Group Products

Tools

Microsoft Word

Microsoft Excel

Xplan

Job description

Employee Benefits Administrator - Hybrid- Birmingham

Competitive Salary + Excellent Benefits (see below)

Our specialist Employee Benefit Solutions division provides employee benefits advice, consultancy, and support to clients of all types and sizes, from workplace pensions and group risk to staff communications.

We now have a fantastic opportunity for an Employee Benefits Administrator to join the team.

As an Employee Benefits Administrator you will work as part of a highly professional support team that enables our Planners to maintain a portfolio of employee benefits clients and ensures that the business is able to deliver an outstanding service to its customers.

This role is offered on a full time, hybrid basis, aligned to our central Birmingham office, with some flexibility around working hours required.

Key aspects of the role will include:

1. Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications, and tracking to completion.
2. Processing both Group Protection and Health & Wellbeing renewals and carrying out market reviews, using provider portals and arranging Group Pension annual review meetings.
3. Ensuring that client records are kept up to date and accurate.
4. Lodging and producing invoices for corporate clients and chasing up aged debt when required.
5. Preparing documentation, client recommendation reports and annual review correspondence.

You:

Ideally, we are looking for a candidate with experience of both Group Protection and Health & Wellbeing (such as PMI and Cash Plans) and/or Group Pensions (such as annual reviews, governance reports or employer pension uploads). However, we will also consider candidates from IFA administrator background with some exposure to group products, and who now have a desire to further develop into Employee Benefits.

You will be an excellent communicator with a passion for delivering an outstanding level of service and the confidence to maintain and develop strong relationships with both existing and potential clients.

You will also need:

1. Good administrative and numeracy skills with high degree of accuracy.
2. Excellent interpersonal and organisational skills.
3. Working knowledge of Microsoft Word and Excel packages essential.
4. Desirable knowledge of Xplan.

What you can expect from us:

A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including:

1. 25 days Annual leave rapidly increasing with each year of service, plus bank holidays and additional days for Christmas closure.
2. Excellent company pension scheme with a generous employer contribution.
3. Agile and family friendly working arrangements to allow for a great work/life balance.
4. Company sick pay.
5. Enhanced maternity, paternity and adoption pay.
6. Up to 40% discount on Aviva Insurance & Investment products.
7. £465 towards the purchase of home office equipment.
8. Group Life Assurance Scheme: 8 x salary.
9. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
10. A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
11. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
12. Support with cost of professional exams /study days.
13. Charity Days.
14. Company Events.

Our Wellbeing Committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently offer includes:

1. Employee Assistance Programme including access to a 24/7 support line.
2. Access to mental health first aiders.
3. Menopause support.
4. Parental and compassionate leave.
5. Wellbeing Library and Hub.
6. Aviva DigiCare and Workplace.
7. Bereavement Helpline.

Support in achieving your career goals…

1. Sponsorship for relevant professional exams and study leave.
2. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
3. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
4. Clear career pathways and endless internal job opportunities.
5. Access to a huge range of free courses via our Learning Management system.

Our commitment to DE&I

Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work.

In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate.