Financial Planning - Employee Benefits

An exciting opportunity has arisen for an experienced Employee Benefits Administrator to join a forward-thinking consultancy in Norwich.

This firm is known for its collaborative, client-focused culture and commitment to professional development. You'll join a supportive and motivated team, working closely with Consultants and Advisers to deliver high-quality client service and ensure smooth administration of a broad range of employee benefits and financial planning solutions.

The opportunity

You'll play a pivotal role in supporting Consultants and Advisers across all aspects of client service. This is a varied role offering exposure to group pensions, employee benefits, and other key financial products. You'll gain experience across multiple client schemes and have the chance to contribute to improving internal processes and systems.

The day-to-day

• Assisting with the preparation of reports, market reviews, and provider research ahead of client meetings.
• Supporting Consultants and Advisers by ensuring all documentation and reports are accurate, complete, and compliant.
• Handling post-meeting follow-up, liaising with clients and providers to process new business, renewals, or amendments.
• Maintaining and updating client records and scheme administration systems, ensuring data integrity and adherence to regulatory standards.
• Recommending and implementing improvements to internal systems and processes to enhance service delivery.
• Organising and supporting client interactions efficiently and professionally, ensuring all tasks are completed before Consultant/Adviser review.

You will have

• 12 months minimum experience within an Employee Benefits environment.
• Excellent attention to detail and strong organisational skills
• Strong understanding of the financial services market and regulatory environment, including group life, income protection, business protection, critical illness, and workplace pensions.
• Organised, professional, and confident when liaising with colleagues, clients, and providers.

The package

Up to £32,500 DOE, Monday-Friday, 9-5. Office-based during probation, with potential for 1 day WFH thereafter. Benefits include pension, discretionary bonus, annual pay review, study support, access to car parking, holiday purchase scheme, bike-to-work, discounted insurance, referral bonus, client introduction commission, BUPA cash plan, social events, and charitable trust involvement. Structured on-the-job training and professional qualification support, with opportunities to develop technical and client-facing skills.

How to apply

To hear more details about this fantastic opportunity, please email your CV to Ruth Harding - Business Director at rthirteen recruitment. If you don't hear from us within 5 working days upon initial submittal of your CV, please assume you have been unsuccessful.