employee benefits administrator


Employee Benefits Administrator

As one of the UK’s largest and longest established independent financial firms, Pannells Financial Planning Ltd have built a reputation based on our integrity, the quality of service we provide and the results we achieve.

The Role

  • Employee Benefits Administrator

Reporting to

  • Regional Administration Manager


  • Birmingham

We are looking for someone who can:

  • Provide high quality and proactive service and support to our Consultants and clients
  • Assist Consultants in the production and issuing of client advice, including liaison with product providers and clients
  • Process new business through to conclusion within service and compliance standards
  • Complete general administration tasks including tracking client advice and policy servicing
  • Be responsible for recording and maintaining client information and policy details on a computer database
  • Compile client governance reports, including obtaining scheme specific information
  • Deal with queries that may arise form Consultants and clients

Do you have the following qualities?

  • Strong communication skills, both written and verbal
  • Provide excellent levels of client service
  • Take pride in the quality of work produced
  • Enjoy working as part of a team
  • Ability to effectively manage own time and achieve strict timescales
  • To be able to work upon own initiative
  • Be dedicated and reliable, with a flexible and enthusiastic approach
  • Excellent attention to detail
  • Well-developed problem solving skills
  • IT literate in office software packages such as Word and Excel

Do you have the following experience?

  • A minimum of 3 years’ financial services industry experience
  • Experience of administering Group Pension and Group Risk schemes
  • A proven track record in providing high quality administrative support, ideally to Employee Benefits Consultants

Qualifications Required:

  • Professional qualifications would be desirable

If you meet the above criteria we would love to hear from you.  In Pannells you’ll find a company which:

  • Acts with the highest ethical standards and integrity
  • Has a long track record of stability and growth
  • Has an ethos of developing our team and promoting internally
  • Acts in the best interests of each client
  • Provides a high standard of service
  • Treats people fairly
  • Embraces the core values of honesty and professionalism at all times

We offer:

  • A competitive package and benefits
  • Excellent training and support
  • The experience of working in the most interesting and rewarding areas of our industry

If you are interested in this vacancy in the first instance please send your CV and any supporting information to Sarah Cook.