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EB Administrator

Job description

We are partnered with a leading Wealth Management firm to recruit a Corporate Client Support Administrator into their client support team. Employee Benefits is a huge focus for them with an upcoming launch adding to their proposition and create a huge opportunity to generate further income.


  • Support the Corporate Consultants in the preparation of new health-care schemes and maintaining existing schemes, ensuring all fit for purpose
  • Collate the data and liaise closely with Providers, Employers and Payroll Companies
  • Assist in completing Governance on an annual basis with Corporate Consultants
  • Work within agreed SLA's to deliver a target driven, customer focused service to clients and internal stakeholders
  • Ensure electronic client files in IO are updated accurately and in a timely manner in accordance with the standards and processes in place
  • Ensure that all Income is invoiced, recorded, and matched correctly within the system
  • Chase any debtors and liaise closely with Finance
  • Ensure that regulatory obligations are met, and dependent processes are adhered to
  • Build strong, effective collaborative relationships with internal and external stakeholders
  • Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients
  • Create and maintain effective client files
  • Liaising with product providers as and when necessary, chasing as often as required
  • Keep up to date with new products, technical or legislative changes within the marketplace
  • Always comply with the Compliance policies

Skills and Experience

  • Experience in a Financial Administration role in a similar environment
  • Experience of working with IT systems that support this service
  • Experience using Microsoft Word and Excel and Databases
  • Excellent standard of written and verbal communication
  • Good decision-making skills
  • Analytical mind and excellent attention to detail
  • Excellent time management skills with an ability to work to deadlines
  • Education at least to GCSE Level with at least 5 passes, including Mathematics and English (or equivalent)

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.