Our client believes trust is at the heart of every successful financial relationship. Their clients are their top priority, and they take pride in delivering expert guidance while honouring every commitment they make. They are driven by a purpose beyond profit, with a deep commitment to supporting their community. They value their employees just as much as their clients, fostering a culture of empowerment and providing the tools and support needed for everyone to thrive. By encouraging personal growth and success, they ensure their team members feel inspired and confident in their roles, enabling them to make a meaningful impact both for their clients and the community.
Key Responsibilities:
- Oversee the administration and management of external group schemes, ensuring all processes run smoothly and client needs are met.
- Serve as the primary point of contact for clients and providers, handling queries, providing support, and ensuring compliance with regulations.
- You’ll be responsible for monitoring the accuracy of data, processing member changes, and handling any queries or issues that arise.
- You will be responsible for overseeing the management and coordination of external group schemes for our clients
- Your role will require a high level of attention to detail and strong communication skills, as you’ll be liaising with both internal teams and external parties to deliver a seamless service to our clients.
Requirements:
- Qualifications and Skills:
- QFA qualified
- Strong analytical and numerical skills with attention to detail.
- Experience:
- Previous experience in a Group Scheme Administration.
- Previous experience in a fast-paced brokerage.
- Personal Attributes:
- Client-focused with excellent communication and interpersonal skills.
- Proactive, organized, and capable of managing multiple tasks efficiently.
- A team player with a willingness to learn and grow within the role.
