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    Group Pensions / EB Administrator


    Job Details
    Category: Insurance & Superannuation
    Posted 4 days ago

    Job Title: Group Pensions / EB Administrator

    Salary: £23,000 - £27,000

    Location: Bath

    A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.

    The have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that provide employee benefits, there is a strong benefits package on offer which includes flexible working options.

    The business is built around having a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance of build a career with them.

    The Role

    This role would involve providing a range of administrative support to the EB advisers and support the ongoing growth and developing of corporate clients within the firm. You will be working within a team environment and handling a range of requests including Group Pensions, Group Risk and Group life schemes.

    This role would be perfect for someone who has experience of working within a Financial Planning or Wealth Management firm previously and enjoys the corporate side of financial advice, whilst looking for a supportive, friendly environment in which to continue their career.

    The Required Skills:

    • Experience of working within a Financial services firm would be desirable
    • Understand of Group Pensions, Group Risk and Group life schemes would be advantageous
    • Ability to communicate professionally and clearly whilst maintaining and developing professional relationships.
    • RO1, CF1, FA1 or GR1 would be desirable
    • Good understanding of the FCA and how a Financial services firm operates

    If you are interested in hearing more about this position, please get in touch with us at Capio.

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