Financial Planning Administrator

Experienced employee benefits or pensions/protection administrator required. We are looking for someone who shares our values, if you think you are a good a fit for us, please apply!

Would you like to work for a company that is passionate about empowering people through financial education?

Would you like to have the opportunity to make a real impact and shape the direction and future of the business?

This is a fantastic opportunity to join The Benefits Lab which is a brand within our respected and established financial planning business, Citygate Financial Planning. We support organisations of all shapes and sizes with their employee benefits, wellbeing and reward and recognition schemes. We are a friendly team built around our strong core values (please read below). This is an exciting and growing area to work in where you will be listened to and have the chance to shape our future and be part of our success.

The role

Working alongside our Employee Benefits Account Manager, this role assists with a range of administration duties in addition to client management, retention and new business tasks including:

• Preparing suitability letters and managing renewals.
• Recording and reconciling fees.
• Liaising with product providers to ensure timely and accurate responses to clients.
• Ensuring action points resulting from client meetings get diarised and dealt with.
• Checking accuracy and completeness of new business documentation.
• Obtaining quotes and application forms.
• In time, negotiating quote prices with providers.
• Handling incoming calls from our clients and providers.
• Providing a friendly and professional point of contact for clients and enquiries.
• Building rapport with clients and gaining an understanding of their motivations and requirements.
• Promoting existing and additional lines of business.
• Managing workflow.

Essential skills

• Previous experience working in an employee benefits administration or pensions financial planning IFA support role.
• Excellent interpersonal and communication skills (both verbally and in writing).
• Resourceful and proactive.
• Knowledge of Microsoft Word, Excel, and electronic diary management.
• Highly organised, methodical, and disciplined with excellent attention to detail.
• Able to prioritise and plan own workload.
• Able to work within defined business processes.
• Show initiative and takes personal responsibility for completing tasks.
• Adopts a positive attitude and is willing to assist others when busy.
• Able to work under pressure on occasions to achieve deadlines.
• Able to achieve agreed outcomes without supervision.

Benefits

Income protection, death in service and private medical insurance and salary sacrifice pension scheme. This is a permanent role, with full-time working hours between Monday and Friday (although we finish at 4pm on Fridays).

There is also the ability to work remotely for part of the week as the team operates on a hybrid basis. We support and encourage the continuous professional development of our team and so will cover the costs of any relevant training and qualifications you may wish to undertake to further develop your career.

About the company

The Benefits Lab is an independent employee benefits consultancy based in the City. We partner with organisations to help them optimise bespoke solutions in respect of pensions, as well as employee benefits, wellbeing, reward, and recognition. We support organisations of all shapes and sizes across a multitude of sectors with the provision of valued, useful, and engaging employee benefits.

We are passionate about empowering people through financial education and so as part of our service offering, we explain to workforces in simple terms how they can plan for their financial future, whether they are in the earlier stages of their working life or approaching retirement. We also demonstrate to employers how they could fund their employee benefits at no additional cost.

The Benefits Lab Limited is a brand within Citygate Financial Planning Limited, a financial planning firm.

Our core values are:

• Integrity - doing the right thing through our words and actions, even when no-one is watching.
• Genuine - being honest and sincere, and always showing up as our true selves and being authentic.
• Pride - a sense of satisfaction and achievement from being associated with Citygate, its employees, and the service we deliver for our clients.
• Curiosity - an endless desire to learn and improve, and always questioning "why?"
• Fairness - treating others the way we'd wish to be treated and striving for equilibrium in every relationship.

We are a friendly, approachable team who come from a variety of backgrounds. Our culture is such that everyone is encouraged to voice their ideas, as we strive towards bold ambitions and consistently look to enhance our excellent service offering.

You will have the opportunity to make a real impact at The Benefits Lab and shape the direction and success of the business.

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

Check that you meet the criteria for the role.

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.