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Group Risk Administrator

Sheffield, Yorkshire, United Kingdom, £ £ 18000.00-25000.00 Annual Annual, Permanent

Description:

Group Risk Administrator

Location: Sheffield

Salary: £18,000 - £25,000

A brilliant opportunity for a Group Risk Administrator to join a thriving Financial Planning firm with an excellent reputation.

Responsibilities:

  • Processing monthly pension schedules and liaising with relevant person in the Company Payroll/HR Dept and the scheme provider
  • Processing monthly contributions
  • Calculating pension forecasts and preparing statements
  • Running annual electronic AML check at review date/new scheme/new business
  • Compliance checks at review date
  • Dealing with bespoke adviser, scheme and individual member queries and answering queries by telephone, in writing or by e-mail
  • Act as a point of contact for the client in the adviser's absence and deal with client queries
  • Form Processing in relation to review/new schemes
  • Group Protection Change of Risk Requests
  • Group Protection Claim Processing
  • Add schemes/members to back office system, Xplan, and ensure information is fully completed and kept up to date
  • Update plan details as a result of any provider instructions via email/post
  • Prepare meeting and review packs for advisers
  • Send Scheme templated letters including confirmation of new members
  • Send Valuation reports to the client with appropriate covering letter if requested
  • Creating invoices and send to client and track to ensure payment is made
  • Add fees to XPLAN ensuring the correct adviser banding rate and splits are added if applicable
  • Obtain policy information for paraplanners as required
  • Obtain quotes for paraplanners as required

Skills:

  • Previous experience in Group Risk
  • Be conscientious, have attention to detail and be a team player
  • Excellent communication, both written and verbally

Job Details

1308225781
Not Specified
Sheffield, Yorkshire, United Kingdom
Permanent
£ £ 18000.00-25000.00 Annual Annual