Pareto Financial Planning, now part of K3 Capital Group, have a new opportunity as an Employee Benefits Administrator.

The role involves providing first-class administration support to the Employee Benefits department working together with a team of Advisers, in order that we may provide our corporate clients with a positive professional experience, offering highly technical and qualified knowledge.

Key Duties

• Process New Business for Auto Enrolment, Group Personal Pension, Group Risk, Group Private Medical Insurance and Cashplans.
• By key point of contact for your corporate clients, keeping them informed during all stages of the lifecycle new business, renewals and being available for queries.
• Issue Letters of Authority or Appointment and ensure all information is received back in a timely manner.
• Liaise with clients to obtain data required for quotation.
• Examine data to ensure it is compliant with scheme rules, client’s needs.
• Obtain quotations from providers at both new business & renewal stage.
• Collate quote results into comparisons for Advisers to sign off for recommendations.
• Analyse and format data to ensure it is compliant with scheme definitions & rules.
• Deal with the on risk and set up of new Employee Benefits Schemes Renew or Switch schemes as directed by the Adviser team.
• Check & Issue Policy Documents & Accounts.
• Process Joiners / Leavers to PMI in a timely manner.
• Provide analytics on clients for Adviser team.
• Answer incoming call enquiries in to the business in a professional manner and redirect where required.
• Check client Fees, issue invoices & manage any aged debt. Ensure fees are recorded internally in line with processes and SLA.

Compliance

• Adhere to FCA regulations in accordance with our compliance procedures.
• With Compliance Department assistance, keep up to date with legislation / compliance matters. 
• Consumer Duty and TCF (Treating Customers Fairly) – pay due regard to the interests of our clients and treat them fairly in line with our TCF Mission Statement.

Relationships

• Develop and maintain good working relationships with Financial Advisers, colleagues and management in order to provide an efficient and effective service to the Adviser team and Clients.
• Maintain an effective ongoing relationship with your bank of clients.
• Establish good ongoing working relationships with product providers.
  
  

Skills & Experience 

• Experience within Employee Benefits administration.
• Proficient in Microsoft Office applications.
• Self-motivation and organisational skills.
• A good level of numeracy and IT skills.
• A flexible approach to work.
• Decision-making skills.
• A target-driven mind-set.