Employee Benefits Support Administrator - Bath Spa, United Kingdom - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Bath Spa, United Kingdom

1 month ago

Tom O´Connor

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Tom O´Connor

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Description
Reed Financial services are pleased to be supporting a national IFA business and due to growth seek a Remote based Employee Benefit support administrator


In return a salary up to £30,000 can be offered plus an array of fantastic benefits, plus the flexibility to work from home.

Purpose

Key Tasks

  • Prepare documentation for client appointments / meetings
  • Undertake office duties, such as filing, post, stock and order systems, minute taking
  • Completion of client reports
  • Send prepared investment information / reports to clients
  • Respond to client administrative inquiries, face to face, through telecommunications or letter
  • Develop processes to support paraplanners and Financial advisors
  • Maintain the integrity of ' Model Office' processes and databases
  • Participate in Supervision
  • Liaise with providers with necessary and communicate outcomes
  • Assist with the retention and development of client relationships
  • Assist in the identification and development of new clients
  • Evidence CPD
Professional skills and qualifications

  • 2 years' experience in a Financial Services industry including employee benefits exposure
  • Good secretarial and numeracy skills with high degree of accuracy a prerequisite
  • Excellent interpersonal and organisational skills
  • Working knowledge of Microsoft Word and Excel packages essential
  • Desirable knowledge of Model Office
  • Desirable NVQ Level 3 in Business Administration
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