Health and Protection Administrator – Hybrid Working

Job Title: Health and Protection Administrator

Location: London or Guildford-Hybrid Working available

Salary: Competitive

Job Type: Full Time, Permanent

Punter Southall Aspire (PS Aspire) is a major investment and savings business that blends a strong customer focused culture with a modern technology-led outlook.Uniting employee benefits and individual financial advice, we work with employers, trustees, and private clients through our regional UK offices to design and manage solutions that meet their unique needs.

PS Aspire is Investors in People (Silver)accredited and has a working environment where we value and respect every individual’s unique contribution, enabling all our employees to thrive and achieve their full potential. We want to attract the broadest range of talented people to be part of our collaborative working culture. We are looking for colleagues who can contribute to our values and help deliver a market leading proposition. In return, we will offer you a competitive salary and fantastic benefits, as well as the opportunity to develop your knowledge and experience in order to further your career

The Role:

The role will support our consultants with providing a high-quality service to our corporate clients. Following internal processes and undertaking routine tasks, the Associate is responsible for administering a portfolio of clients, keeping records up to date and accurate. As well as the consultants and other admin support team members, you will be dealing directly with assigned clients building relationships providing ongoing support

Key Duties:

• Proactively manage own workflow and follow processes to meet deadlines
• Obtaining, reviewing and preparing data from clients and providers
• Obtaining and reviewing quotations & assisting in drafting reports
• Attending meetings with consultants as necessary -including minute taking
• Answering client and member queries, by email and phone -helping to resolve basic issues and improve the member experience
• Accurately raising invoices and recording income in line with procedures
• Liaising with clients, providers and consultants to ensure the smooth running of clients’ schemes
• Peer reviewing work produced by others -to ensure accuracy and consistency
• Using internal client management systems, such as Intelligent Office and Microsoft Office products and other in-house systems
• Recognising possible improvements in processes and suggesting these to your line manager
• Accurately completing and maintaining relevant records, including scanning and filing documents correctly
• Completing all mandatory compliance and group training
• At all times working in line with the governance and operating requirements of Punter Southall Aspire, while meeting the Financial Conduct Authority’s Treating Customers Fairly, conduct risk and compliance requirements
• Adhering to all relevant data protection and information security policies and procedures of Punter Southall Aspire and the Punter Southall Group

About you:

People centred:

• Ability to work well as part of a team.
• Proactive, self-motivated, and positive approach to work.
• A high degree of professional integrity.

Future focused:

• Wishes to develop personally within the role and shows a willingness to study further as career develops.
• Well organised, always thinking and planning ahead
• Continues to seek ways of innovating, simplifying, and improving quality, service delivery and processes.

Passionately agile:

• Agile and flexible approach to work, to meet changing priorities and deadlines
• High degree of accuracy and attention to detail, both written and numerical with confidence and pride in work
• Strong analytical and problem-solving skills, capable of anticipating, resolving,and owning problems through to resolution

Excellent communicator:

• Well-developed written communication skills, able to construct logical, clear and concise documentation appropriate to given audience
• Able to communicate clearly with clients, colleagues and providers
• Able to develop working relationships with colleagues and clients

Skills and experience:

• Experience of working in financial services or employee benefits would be beneficial, however not essential.
• Able to work with a client focused approach and develop trusting and credible partnerships with clients both face-to-face and via the telephone or video calling
• Able to identify and suggest solutions to problems
• Demonstrates a business acumen and ability to recognise and work towards meeting the interests of clients and Punter Southall Aspire
• Able to manage conflicting demands on time and to work to tight deadlines to meet obligations

Qualifications:

• Ideally educated to at least A Level or equivalent standard
• Strong Maths and English skills as evidenced through GCSE, A Level or equivalent qualification.
• Willing to study towards relevant industry qualification

Please click on the APPLY button to be directed to the company’s recruitment page.

Candidates with the relevant experience or job titles of; Health and Protection Administrator, Health and Safety, Health and Protection Associate, Customer Service Advisor, Financial Advisers, Admin Assistant, Accounts Assistant, Accounts Administrator, Administrator, Office Administrator, Office Suppor, Management Administrator, Services Support may also be considered for this role.