Benefits Assistant, Administrative​/Clerical

About the Role

My client is a well-established professional services firm with a strong reputation in the UK market. They are seeking an Employee Benefits Assistant to join their growing Financial Planning team in London. The team advises SMEs and not‑for‑profit organisations on a range of employee benefits solutions, including workplace pensions and wider group benefits. This is an excellent opportunity for someone looking to build a long‑term career in employee benefits, with clear progression towards advisory or more senior roles.

• Provide administrative, technical and client service support to the Employee Benefits team
• Obtain and compare quotes from providers, preparing clear and accurate summaries
• Maintain client and provider records across internal systems
• Support client meetings, including scheduling and follow‑up actions
• Act as a first point of contact for client queries and help resolve issues efficiently
• Assist with research, reports, presentations and new business processing
• Contribute to projects and continuous improvement initiatives within the team
• Commit to professional development and relevant industry exams

• Strong academic background (A‑levels or equivalent; degree desirable)
• Good working knowledge of MS Office, particularly Excel and Power Point
• Highly organised with strong attention to detail
• Confident communicator, comfortable dealing with clients and providers
• Proactive, adaptable and keen to develop within employee benefits
• Previous experience in employee benefits, insurance, or a professional services environment is highly desirable

This role offers exposure to high‑quality clients, excellent training, and a supportive environment with genuine career progression.

Should you have any questions or wish to apply, please do not hesitate to contact Clear IT Recruitment Limited.

Please Note:

Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.