Consultant Support – Employee Benefits

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Norwich team are looking for a Financial Services experienced candidate ideally with some time spent working in employee benefits, though candidates with a solid IFA practice background will also be considered. The successful candidate will benefit from a market leading salary, benefits package and importantly the opportunity to progress in their career with support both personally and financially.You will be responsible for providing administration and general support to an Employee Benefits Consultant/s in the day to day running of client accounts across a range of products and services.PERSONAL SPECIFICATIONYou may not have strong knowledge in all the disciplines of pensions, group risk, business protection, healthcare, cash plans and employee benefit platforms but my client does require disciplines ideally in two of the main business areas.It is important that you have a willingness to work hard and have a ‘can do’ attitudeYou will continue to want to develop your knowledge from day-to-day learning and additional readingYou will hold a commitment to study for professional qualificationsYou will manage the volume and prioritisation of work, and deliver a higher standard of service than competitors to retain clients and exceed the expectations of new clients, which includes:• Understanding of, and adherence to, regulatory requirements and internal policies• Delivery of high levels of customer service• Attention to detail and accuracy• Strong verbal and written communication skills• Team working and flexibility• Methodical and organised working practices to meet deadlines• IT literacy, especially company specific software and Microsoft productsKEY RESPONSIBILITIES• You will ensure the timely delivery of employee benefits scheme processing for all pensions, group risk, business protection and other schemes/policies as required• You will provide administrative support for new, existing and complex schemes• You will manage auto-enrolment compliance for all pension schemes• You will manage annual renewal and market reviews for all existing group risk schemes• You will prioritise and process claims and keep client and consultant up to date with progress• You will ensure bespoke compliance documents are accurate and up to date• You will process monthly payments, ensuring that the contributions are correct• You will organise and prepare for client governance and pre renewal meetings• You will complete follow up actions from client meetings in line with instructions from Consultant, liaising with both client, insurer and pension provider as required• You will check and issue Policy Documentation• You will assist clients with the implementation of Employee Assistance Programmes• You will prepare Employee Announcement Letters for new and existing schemes• You will keep Corporate Spreadsheet up to date• You will provide new business quotations for pension, group risk and business protection• You will draft proposition documents, reports and presentations for consultants• You will provide feedback to consultants, keeping them up to date• You will ensure IO is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Employee Benefit Consultant/Director.• You will liaise with consultants and clients to ensure all contractual obligations are fulfilled• You will support, train and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client.• You will undertake project activity to ensure the efficient running of the office e.g. streamlining processes and documents, create framework for checking work, ensure templates/documents are updated and in the right place, workflow management.MAIN CHALLENGES• The managing the volume and prioritisation of work• The ability to manage and organise your work and excellent attention to detail• Completing all work to a high standard, which in turn enables delivery of a higher standard of service than competitors to retain clients and exceeding the expectation of new clientsOPPORTUNITIESMy client is passionate about supporting its staff to learn and develop to enable them to achieve career aspirations. They have an Academy which supports individuals with both technical and non-technical training along with a wealth of learning within your role day to day.My client promotes professional qualifications for all staff, they fund study books and exams and you have allocated study time each week. Through their Academy a study plan is developed to help you stay on track and achieve goals.For this role you would be required to commit to passing a number of professional qualifications.35 hours, Monday - Friday 9 am – 5pm (this role is hybrid and you may work two days from home).TRAININGAll professional exams paid forPersonal study plans for CII professional qualificationsPaid study leaveStudy books and resources paid forBENEFITS29 days holiday + office closed between Christmas and New Year + Birthday off5% of salary pension contributionFlexible workingProfit ShareSocial eventsFree parkingFree drinks/fruitCycle to workLength of service recognitionDiscounted legal servicesLife cover and income protectionHealthcare cash planPrivate health care scheme
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