Role Overview

To provide quality and efficient support in the administrative, technical and client servicing areas. To assist the Employee Benefits team members in managing our relationships with, and the services delivered to, our clients. The role offers the potential for development over time through a career path towards an advisory or other more senior role.Duties and Responsibilities

Provide general administrative and technical support to the Employee Benefits team.Obtain quotes and associated information from providers, check the terms and conditions, collate and prepare accurate summaries of the data. Keep providers updated with relevant client changes.Maintain relationships with product providers and understand their propositions. Ability and tenacity to seek the answers or outcome needed if responses are incomplete or delayed.Understand and utilise our internal systems. Ensure accuracy and timely updates of client information on all relevant systems, and provide reporting as required.Arrange meetings with existing and new clients as needed for the Associate Director.Take an interest in the affairs of, and get to know the clients, to be aware of work currently in progress and act as a first point of contact for our clients.Speak with clients on video calls and develop rapport; communicate professionally with them by email; act as a ‘trouble-shooter’ in sorting out client related problems.Undertake research and prepare drafts of technical reports in the style required by the author or as required to meet the Firm’s standards.Contribute to and take an active part in project work within the team and provide input as and when required to help to constantly improve processes and the service provided.Process new business, submit details to appropriate companies and ensure appropriate filing and records are maintained on Xplan and other systems.Commit to taking suitable and relevant professional exams (exam type, syllabus and timescales to be agreed depending on current knowledge) and to developing technical knowledge.Skills and Experience

Minimum of 3 A Levels or equivalentGCSE (x5) including English and Maths at grade B (level 6) or equivalentDegree qualification or similarGood knowledge of MS Office applicationsStrong organisational skills, excellent communication skills, ability to deal with people at all levelsStrong attention to detail in order to accurately maintain records and produce clear and detailed researchTeam player, works well under pressure, proactive, quick learner, flexible, approachableStrong initiative for managing own progression and developing through the available career pathEnthusiastic manner with a desire to learn quickly through ‘on the job’ experience and by seeking information from team members, providers and through self-study.Experience of working in an employee benefits consultancy or insurance company dealing with employee benefitsExperience of working with corporate clients accustomed to a high quality of service (ideally at least 2-3 years’ experience)Experience with one or more of the following: employer pensions, group risk insurance, private medical insurance and other employee benefits productsExperience of producing PowerPoint presentations and a good knowledge of ExcelWhy Buzzacott?

We’re big enough to provide deep expertise across a wide range of specialisms, but small enough to value meaningful personal connections — with clients and colleagues alike. You’ll work alongside experienced professionals who will support your continued development, while you contribute to shaping the growth of both our team and our clients.At Buzzacott, we’re committed to equal opportunities and ensuring all employment decisions are fair, objective, and based on merit. To see more information about our Rewards and Benefits follow this link: Rewards and Benefits - BuzzacottFor more information about the Financial Planning team, please click here.To find out more about life at Buzzacott, please click hereTo hear from team members across the firm on their experience of life at Buzzacott, please click here.If you are interested in this role, we encourage you to apply directly via the “Apply” button at the top of the page. When applying, please include your salary expectations and let us know what interests you about the role. Alternatively, if you would like to talk to a member of our HR Team about the vacancy before applying, contact us at recruitment@buzzacott.co.ukPlease note: Our HR Team review and respond to all applications.No agencies please.

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