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Our clients, a well-known Financial practice in the East Anglia area, are looking to recruit a Financial Administrator to join their team, working in a support role to the financial planners or employee benefits team.
Working Hours:
- Full Time
- Hybrid working of 3 days in the office, 2 at home after the training period.
The successful Financial Administrator will be offered:
- £28,000 - £35,000
- Extra days off for Christmas and your birthday.
- Life and Income Protection
- Cash plan
- Profile-share after 1 year at the company
- In-house training and professional qualifications paid
Financial Administrator requirements:
- 1 -2 years’ experience within a similar role
- Ability to work as part of a wider team, as well as, individually
- Strong communication skills; both written and verbal
- Highly organised and self-driven individual
Responsibilities for the role of Financial Administrator:
- Manage employee benefits schemes, ensuring timely processing, renewals, and market reviews.
- Provide administrative support, prepare compliance documents, and maintain accurate client records.
- Organise and follow up on client pre-renewal meetings, liaising with clients and insurers as needed.
- Assist consultants with reports, presentations, and policy documentation.
- Support Employee Assistance Programme implementation and ensure contractual obligations are met.
- Train junior team members and lead projects to streamline processes, templates, and workflows.
