This is an exciting opportunity to build a career at one of the UK's leading financial adviser firms. The company is extremely well respected in the industry, having won multiple awards and being frequently quoted in leading newspapers, such as the Financial Times and The Independent. Being a growing SME, there is a vibrant entrepreneurial environment where everyone's views and opinions are taken seriously, allowing everyone to contribute to the growth and success of the company. We're a team and have an excellent culture of looking after and supporting each other.
About the role:
You will work in a team alongside existing Employee Benefits Administrators to provide support to our team and Employee Benefits Consultants, who provide advice to clients on group income protection insurance, group life insurance (death in service), group health insurances (private medical, dental, cashplans etc.) and group (DC) pensions. You will also work closely with clients and insurers.
The main duties of the role include:
Going to market to obtain quotations from the UK's leading group pension, group risk and health providers
Putting together client facing reports detailing our market research
Supporting Consultants process new business and meet deadlines
Putting together materials to assist with pension governance meetings
Supporting with scheme underwriting by liaising with clients and insurers
Supporting with scheme claims by liaising with clients and insurers
Producing suitability letters for clients detailing our recommendation(s)
Data migration of client file information for external compliance checks
General administration and helping to answer ad hoc client queries
Answering group phone calls
Supporting with training of team members
Required skills:
Minimum of 5 years working within the financial services industry (including 3+ years of group pensions experience).
Group risk / health experience is an advantage but not essential (training can be provided). You will have obtained some financial exams already and you will be expected to continue to build on technical knowledge where appropriate by taking exams.
High levels of accuracy and attention to detail is vital as this role involves careful data entry. You must also have a polite and responsive client manor both via email and telephone. It is a very busy and fast paced team so you must have great organisational skills.
You will use standard office software, such as Gmail, Docs and Sheets, as well as in-house systems, so you will need to have solid computer skills.
What we can offer you:
You can expect to receive the following whilst working for Drewberry:
Salary depending on experience (based on full time hours)
Flexible working options between 8am and 6pm
25 days paid holiday, plus bank holidays (based on full time hours of 35 hours per week)
5% employer pension contributions
2x salary death in service benefit
Health cash plan insurance
Income protection, 75% of salary after deferment period
Private medical insurance
Hybrid working options are available - subject to training status
Sponsorship through professional exams with the CII
Opportunity to expand
For more information, please apply online or contact Dan Hurley on 07919 225557.
Job Types: Full-time, Permanent
Benefits:
Company events
Employee stock purchase plan
On-site parking
Work from home
Work Location: Hybrid remote in Brighton BN1
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