Client Executive - Employee Benefits

Are you an experienced Administrator from a workplace pension or employee benefits background, ready to take the next step into client management and report writing? Due to continued success in delivering fee-based advice to high-net-worth clients, this respected wealth management practice is seeking a professional and proactive Pension & Employee Benefits Administrator to support their Financial Advisers and wider team. The ideal candidate will have: • Experience within a professional services or regulated financial environment • Strong IT skills, ideally with exposure to FCA regulations • A keen eye for detail and a client-first mindset Key Responsibilities: • Handling telephone enquiries • General admin duties such as scanning, printing, and document management • Administration of workplace pensions, group risk, and private medical schemes • Submission of new business • Attending meetings to support Financial Advisers where applicable • Assisting the Employee Benefits team with ad hoc projects • Processing non-technical client changes, e.g. updating address details with providers • Keeping internal back-office systems (Gateway and Volume) up to date To be successful in this role, you will: • Be highly organised and able to manage multiple tasks simultaneously • Have experience working within workplace pension and group risk administration • Possess a solid understanding of the financial services industry • Be a confident user of Microsoft Word, Excel, and Outlook This opportunity is ideal for someone looking to grow within a dynamic and innovative firm, with clear pathways for professional development and study support. You'll join a collaborative and forward-thinking team, committed to continually improving the service offered to clients. In return, you'll receive a competitive basic package and the tools and support to further your career. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Full details can be found on our website.