Benefits Administrator

NJR Recruitment are working with a leading UK independent financial advice firm who are seeking an Employee Benefits Administrator to join their thriving team in either Nottingham or Warwick. This role will see you providing high-quality, proactive support to consultants advising on Group Schemes and Employee Benefit Solutions
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Key Responsibilities

• Produce Pension Governance scheme information
• Analyse позволя… clients’ circumstances, needs and objectives
• Prepare research and discussion documents
• Create, update and track all leads for pension referrals
• Liaise with providers to gather client information
• Generate client letters via mail merge and track responses
• Obtain quotations, key features, applications and all relevant meeting documentation
• Process renewals of Employee Benefit Schemes, including checking and issuing annual accounts
• Draft employee and scheme-member communications
• Provide day‑to‑day account management and maintain regular contact with employer clients
• Work with employers to gather employee data and submit to providers for new business or renewals
• Use Intellig...