Client Executive - Employee Benefits

Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing?

Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension & Employee Benefits Administrator to support their Financial Advisers and wider team.

The ideal candidate will have:

• Experience within a professional services or regulated financial environment
• Strong IT skills, ideally with exposure to FCA regulations
• A keen eye for detail and a client-first mindset

Key Responsibilities:

• Handling telephone enquiries
• General admin duties such as scanning, printing, and document management
• Administration of workplace pensions, group risk, and private medical schemes
• Submission of new business
• Attending meetings to support Financial Advisers where applicable
• Assisting the Employee Benefits team with ad hoc projects
• Processing non-technical client changes, e.g. updating address details with providers
• Keeping internal back-office systems (Gateway and Volume) up to date

To be successful in this role, you will:

• Be highly organised and able to manage multiple tasks simultaneously
• Have experience working within workplace pension and group risk administration
• Possess a solid understanding of the financial services industry
• Be a confident user of Microsoft Word, Excel, and Outlook

This opportunity is ideal for someone looking to grow within a dynamic and innovative firm, with clear pathways for professional development and study support. You'll join a collaborative and forward-thinking team, committed to continually improving the service offered to clients.

In return, you'll receive a competitive basic package and the tools and support to further your career.

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