Employee Benefits Administrator

Succession Wealth; Glasgow; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Annual leave

Company pension

Private medical insurance

Employee discounts

Flexible working

Job summary

Succession Wealth is seeking an experienced Employee Benefits Administrator to join our Glasgow team on a hybrid basis. You will support Planners by maintaining a portfolio of employee benefits clients and ensuring delivery of high-quality service.

You will liaise with policy providers, handle renewals, update client records, prepare documentation, and manage invoicing and commissions. The role requires excellent communication and strong numeracy and organisational skills.

Qualifications

• Minimum of 2 years’ experience within Employee Benefits administration.
• Proven attention to detail and high degree of accuracy.
• Strong interpersonal and organisational skills.
• Proficient with Microsoft Word and Excel.

Responsibilities

• Coordinate with policy providers for policy details and illustrations.
• Process group protection, health & wellbeing, and group pension renewals/reviews.
• Maintain up-to-date client records and generate reports for annual reviews.
• Prepare client documentation, reports and annual review correspondence.
• Process client invoices and provider commissions and follow up as required.

Skills

Excellent communication

Attention to detail

Numeracy

Interpersonal skills

Organisational skills

MS Word

MS Excel

Tools

Microsoft Word

Microsoft Excel

Job description

Hybrid working from our Glasgow office

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 experienced Employee Benefits Administrator to join the team.

Hybrid working from our Glasgow office

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 experienced 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.

Key aspects of the role will include

• Liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion
• Processing both group protection, health and wellbeing and group pension renewals/reviews and preparing documentation for client annual review meetings
• Ensuring that client records are kept up to date and accurate
• Preparing documentation, client reports and annual review correspondence
• Processing client invoices and provider commission and following up where required

You…

We are looking for 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

• A minimum of 2 years’ experience within Employee Benefits administration, plus...
• Good attention to detail and numeracy skills with high degree of accuracy
• Group Protection experience
• Excellent interpersonal and organisational skills
• Working knowledge of Microsoft Word and Excel packages essential

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:

• 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with a generous employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £450 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events.
• Group Income Protection

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:

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

Support in achieving your career goals…

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• 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.