Job Description

Pareto Financial Planning, now part of K3 Capital Group, have a new opportunity as an Employee Benefits Administrator.


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

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 corporate clients, keeping them informed during all stages of the lifecycle new business, renewals and being available for 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 comparisons for Advisers to sign off for recommendations. Analyse and format data to ensure it is compliant with scheme definitions & rules. 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. Provide analytics on clients for Adviser team. Answer incoming call enquiries in to the business in a professional manner and redirect where required. Check client Fees, 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.

Skills & Experience

Experience within Employee Benefits administration. Proficient in Microsoft Office applications. Self-motivation and organisational skills. A good level of numeracy and IT skills. A flexible approach to work. Decision-making skills. * A target-driven mind-set.