About

Do you have experience of working in a regulated environment , e.g. financial planning, banking, pensions, investments, do you want to work for a personable, engaging and rewarding organisation, then please read on… My client is an award winning advice firm with offices across Norfolk and Suffolk, they have been established for almost forty years. My client is seeking a Financial Services experienced candidate who has spent time working in private client. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially. Role Purpose You will provide administrative support to the Private Client team, to ensure that they have timely and accurate information. To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems. Key Responsibilities To generate quotes from various providersTo assist in the formatting of data from clients and eligibility, and upload for scheme processingTo prepare meeting packs for consultants, including governance meetingsTo complete post meeting housekeeping - including actions and updating systems where directed.To assist with administering new and existing schemes and respond to scheme queriesTo provide general administrative support to Employee Benefits team members, working closely with business support colleaguesTo maintain and update your own talent development record, ensuring objectives are up to date and impact of any training is recorded Personal specification Qualifications GRID foundation level training in Group Risk Insurance (desirable) R01 (desirable) Knowledge Pensions, group risk