Employee Benefits Associate

Role: Employee Benefits Associate
Location: Mayfair, London (Fridays working from home)
Salary: £35,000 - £40,000

A well-established, Independent Financial Advisory firm in Mayfair has opened up a brand new position within the Corporate Benefits team for someone with Employee Benefits experience to provide support to the Consultants.

This company is ranked in the Top 100 Financial Advisers for 2024 alongside winning multiple other industry-recognised awards. The team prides itself on a strong values-focused work culture that encourages training and progression. They are technologically forward-thinking, and have a strong history of promoting within.

This role sits within the Corporate team and will be to support the Consultants and involves dealing with products across Group Risk, Healthcare, Pension and Platforms.

A route to becoming a client-facing Employee Benefits Adviser is available in this position, guided with help and training from the Head of the division.

Role Responsibilities:

• Administering a portfolio of corporate clients to support client retention
• Assist with day to day client queries
• Diary management
• Manage renewal process for clients
• Updating scheme memberships
• Process client documents
• Use of internal CRM systems
• Adhere to data protection & FCA regulations

What’s needed to be considered?

• Previous experience in an Employee Benefits firm, ideally in an Admin or support capacity
• Good knowledge of Employee Benefits products
• Proven experience in providing quality support & building credible client relationships
• Experience using IT Systems and Software including platform/provider websites and portals

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Synonyms: Employee Benefits, Admin, Workplace savings, Financial Services, Client Services Administrator, Group Risk

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