Employee Benefits Advisor

Location: Solihull  |  West Midlands  |  England
Sector: Data Sciences
Consultant: Franc Botha
Job Reference: FB Solihull
Salary: £25000 - £27000
Job Status: Permanent / Full Time

Work as part of a team to enable the Planners to maintain a portfolio of employee benefits clients through liaising with policy providers for policy details, obtaining policy illustrations, processing new business applications and tracking to completion. To ensure that client information database is accurate at all times and that the business is supported and enabled to deliver an excellent service to its customers.

Skills & Qualifications

  • 2 years’ experience in a Financial Services industry including employee benefits exposure
  • Good secretarial and numeracy skills with high degree of accuracy a pre-requisite
  • 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

Requirements & Competencies

  • Can demonstrate a genuine desire to do the job well and consistently delivers to the best of their ability.
  • A genuine desire to identify, understand and meet the needs of customers
  • An underlying drive to ensure that quality is not compromised within the working environment
  • The ability to adopt a Methodical approach to work
  • Build professional relationships with colleagues and stakeholders
  • A clear understanding of the company, its objectives the governance framework in which it operates
  • Can demonstrate the ability to fully utilise systems and processes available to them

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