Hybrid Employee Benefits Administrator – Glasgow

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

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.