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Employee Benefits Administrator

  • Salary: £26000 - £30000 per annum + flexible working
  • Location: Glasgow
  • Sector: Employee Benefits
  • Job type: Permanent
  • Date posted:
    14 Sep 2020
  • Job reference: 34580

I am currently looking for an Employee Benefits Administrator to work for this successful IFA in Glasgow.

The successful candidate will report directly to the Scheme Manager to ensure smooth running of various employee benefits and group pension schemes for the corporate and individual clients, the successful candidate will be responsible for;

  • New business applications (following cases through to issue and payment) Claims
  • Day to day queries from scheme members, employers and/or HR
  • Referring any issues / technical queries to the Client Relationship Managers (CRM)
  • Requesting, checking & issuing illustrations for scheme members
  • Process and record changes to members personal details
  • Checking and issue of policy documents to scheme members
  • Processing scheme leavers and joiners
  • Issue of annual statements to scheme members
  • Upload monthly GPP premiums on product provider systems
  • Process group scheme renewals, including requesting and checking quote and aiding the CRM negotiating rates with providers and drafting recommendation reports from templates.
  • Preparation and issue of invoices to employer
  • Liaising with product providers, clients and advisers as necessary
  • Ensure that new and existing records, both computerised and manual, are kept up to date
  • Set up clients on online benefits portal
  • Manage and update online benefits portal with new joiners and member changes
  • Run monthly reports from online benefits portal
  • Assist with monitoring of divisional Aged Debt report

The Successful candidate will need to have previous experience working as an Administrator within a Financial Service environment, either from an IFA or Provider background. You will have solid communication and articulation skills as well a high level of competency in Excel as well as strong technical skills and attention to detail is key.

Our Client is looking for a strong team player with a can-do attitude towards the daily challenges of an exceptionally busy practice who is prepared to learn and to invest time to maximise their own potential.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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