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. Key Responsibilities • 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. About You • 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. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Further information about how we use your data can be found on our website.