Pareto Financial Planning, part of K3 Advisory Group's Wealth Management division, have an opportunity to join our Manchester office (3 days onsite) as an Employee Benefits Administrator.

The role is to provide first-class administration support to the Employee Benefits department working together with a team of Employee Benefits Advisers, in order that we may provide the corporate client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.

Key Duties

• Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans.

• By key point of contact for your bank of corporate clients, keeping them informed during all stages of the lifecycle new business, renewals and being available for general queries.

• Issue Letters of Authority or Appointment and ensure all information is received back in a timely manner.

• Liaise with clients to obtain data required for Quotation.

• Examine data to ensure it is compliant with scheme rules, client’s needs.

• Obtain Quotations from Providers at both New business & Renewal Stage.

• Collate quote results into a comparisons for Advisers to sign off for recommendations.

• Deal with the on risk and set up of new Employee Benefits Schemes.

• Renew or Switch schemes as directed by the Adviser team.

• Check & Issue Policy Documents & Accounts.

• Process Joiners/Leavers to PMI in a timely manner.

• Process Group Risk Claims.

• Produce Governance reports for Group Pensions.

• Provide analytics on clients for Adviser team.

• Answer Incoming call enquiries in to the business in a professional manner and redirect where required.

• Manage incoming/outgoing emails and post.

• Responsible for dairy management of work for your assigned clients keeping to agreed SLAs.

• Ensure Back Office System is kept up to date and all client records are updated correctly and promptly in line with internal processes.

• Issue Invoices & manage any aged debt.

• Ensure fees are recorded internally in line with processes and SLA.

Compliance

• Adhere to FCA regulations in accordance with our compliance procedures.

• With Compliance Department assistance, keep up to date with legislation/compliance matters.

• Consumer Duty and TCF (Treating Customers Fairly) – pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement.

Relationships

• Develop and maintain good working relationships with Financial Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser team and Clients.

• Maintain an effective ongoing relationship with your bank of clients.

• Establish good ongoing working relationships with product providers.

Required Skills & Experience

• Previous experience within Employee Benefits administration (managing Group Life Assurance / Insurance schemes particuarly beneficial).

• Proficient in Microsoft Office applications.

• Self-motivation and organisational skills.

• A good level of numeracy and it skills.

• A target-driven mind-set.

• CII qualifications desirable but not essential.