Job Title: Associate – Employee Benefits
Location: London, Guildford
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.
Job Purpose:
The role will support our consultants with providing a high-quality service to our corporate clients.
We are looking for an individual with a thirst for knowledge and creative flair; somebody with a positive approach to work and an interest in workplace savings and employee benefits.
Our team focuses on: Designing, reviewing and improving employer pension provision for our clients’ employees, to help people achieve better outcomes in retirement.
Our clients are predominantly HR directors, finance directors and pension governance committees.
You will be assigned clients, so that you can build relationships and provide ongoing support. As well as the consultants and other admin support team members, you will be dealing directly with your assigned clients and their scheme providers on a regular basis.
Key duties:
- Proactively managing own workflow and following processes to meet deadlines
- Keeping member communications up-to-date and compliant – scheme guides, presentations, interactive tools, announcement letters, newsletters
- Obtaining and checking data from clients and providers
- Drafting scheme reports – including data manipulation, and chart production
- Peer reviewing work produced by others – to ensure accuracy and consistency
- 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
- Using internal client management systems, such as Intelligent Office, 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
- At times, the job holder may have to undertake other activities of a similar nature
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
- Good attention to detail, with confidence and pride in work
Excellent communicator:
- 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. 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 qualifications
Please click on the APPLY button to send your CV and Cover Letter for this role.
Candidates with experience of: Client Services Assistant, Client Support Administrator, Client Services Support, Client Support Assistant, Customer Delivery Executive, Client Services Executive, Client Advisor, Customer Support Advisor, Customer Service Officer, Customer Support Advisor, Business Support, Client Support Executive, Client Relationship Executive may also be considered for this role.
