Our client, a rapidly expanding and successful IFA, currently requires an Administrator / Paraplanner to provide technical support to their growing employee benefits team.
Candidates will be required to:
- Produce and package accurate new member packs (new business quotations), making sure all supporting literature is compliant
-Monitor case/client progress through to policy extraction, credit and commission payments
- Carry out annual reconciliations on group pension renewals/flex/group risk and total reward arrangements
Experience:
- Have a good level of experience in the administration of group personal pensions and employee benefit schemes
- Have experience of talking to product providers regarding group risk/flex benefits and pension product queries
- Have attained the financial services CF qualifications (ideally 1-5) or FPC qualification
- Ideally candidates will be working towards the Diploma qualification and have a working knowledge of 1st Software
In return candidates can expect to receive a competitive basic of £19-23k as well as an excellent flexible benefits package.
