Hybrid Employee Benefits Administrator

Succession Wealth

England

Hybrid

GBP 28,000 - 38,000

Full time

2 days ago
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Benefits offered by this job

25 days Annual leave
Generous pension scheme
Sponsorship for professional exams /学习
Wellbeing and health benefits

Job summary

Succession Wealth is seeking an experienced Employee Benefits Administrator to join our specialist Employee Benefit Solutions team in a hybrid role across UK offices.

The successful candidate will support Planners by maintaining client benefits portfolios, liaising with providers, processing renewals and producing client documentation while ensuring accurate records and top-tier service.

Qualifications

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

Responsibilities

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

Skills

Employee Benefits
Administration
Communication
Attention to detail
MS Word
MS Excel

Tools

Microsoft Word
Microsoft Excel

Job description

Succession Wealth is seeking an experienced Employee Benefits Administrator to join our specialist Employee Benefit Solutions team in a hybrid role across UK offices.

The successful candidate will support Planners by maintaining client benefits portfolios, liaising with providers, processing renewals and producing client documentation while ensuring accurate records and top-tier service.

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