Financial Services Administrator – Group Risk

Are you interested in developing your career within corporate financial services and looking for a new role in a dynamic and supportive environment that offers genuine long-term career opportunities?

Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice is seeking a professional and proactive EB / Senior Financial Services Administrator with strong Group Risk experience to support the corporate team and financial planning process.

The successful candidate will have experience within a professional services environment, a strong background in Employee Benefits and Group Risk administration, exposure to FCA regulations, excellent IT skills, and previous IFA support experience.

• Take responsibility for the delivery of client service standards, ensuring all work is completed accurately and within agreed timescales.
• Provide comprehensive administration support across a range of Group Risk schemes, including Group Life Assurance, Group Income Protection and Critical Illness arrangements.
• Liaise with insurers, advisers, clients and providers regarding policy administration, renewals, underwriting and scheme changes.
• Prepare templated Recommendation Reports for Advisers.
• Manage and resolve daily queries raised by clients, insurers and colleagues.
• Support advisers throughout the client review and implementation process.
• Attend client meetings with Advisers where appropriate.
• Build and maintain effective relationships with clients and providers.
• Ensure all activities comply with FCA requirements and internal procedures.
• Use influencing and communication skills when dealing with both internal and external stakeholders.

• Proven experience in Group Risk administration is essential.
• Strong understanding of Group Life, Group Income Protection and related employee benefit arrangements.
• Previous experience within an IFA, Employee Benefits Consultancy or Financial Services environment.
• Organised with the ability to manage multiple priorities and deadlines.
• High level of accuracy and attention to detail.
• Strong communication and relationship-building skills.
• Knowledge of FCA regulations and compliance requirements.
• Proficient in Microsoft Office and financial services systems.

This is an excellent opportunity to join a forward-thinking and innovative firm that is continually looking to improve and develop the services it offers to clients. In return, you will receive a competitive salary and benefits package, together with ongoing support to develop your skills and progress your career.

Hybrid working is offered with this role, with 2 days per week in the office.

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