Employee Benefits Administrator – Hybrid, Career Growth

Successionwealth

Glasgow

On-site

GBP 26,000 - 34,000

Full time

14 days+
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Benefits offered by this job

Annual leave 25 days + holidays
Competitive pension scheme
Flexible working arrangements
Sick pay
Enhanced parental pay
Private medical insurance options
Employee discounts
Career development sponsorship

Job summary

Successionwealth is seeking an experienced Employee Benefits Administrator to join the team in Glasgow. You will support Planners in managing a portfolio of employee benefits clients and help deliver outstanding service.

The role involves liaising with policy providers, handling renewals, maintaining client records, and preparing reports and correspondence. A strong emphasis is placed on accuracy, communication, and cross-functional collaboration.

Qualifications

  • 2+ years’ experience in Employee Benefits administration.
  • Good attention to detail and numeracy with high accuracy.
  • Group Protection experience.
  • Excellent interpersonal and organisational skills.
  • Working knowledge of Microsoft Word and Excel.

Responsibilities

  • Liaise with policy providers for policy details, obtain illustrations, process new business applications and track to completion.
  • Process group protection, health & wellbeing and group pension renewals/reviews and prepare documents for client annual reviews.
  • Ensure client records are accurate and up to date.
  • Prepare documentation, client reports and annual review correspondence.
  • Process client invoices and provider commissions and follow up as needed.

Skills

Employee Benefits administration
Numeracy
Interpersonal skills
Organisational skills

Tools

Microsoft Word
Microsoft Excel

Job description

Successionwealth is seeking an experienced Employee Benefits Administrator to join the team in Glasgow. You will support Planners in managing a portfolio of employee benefits clients and help deliver outstanding service.

The role involves liaising with policy providers, handling renewals, maintaining client records, and preparing reports and correspondence. A strong emphasis is placed on accuracy, communication, and cross-functional collaboration.

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