Employee Benefit Assistant

Employee Benefit Assistant

Location: City of London (Central)
Reporting to: Associate Director

I am currently working with a passionately independent and growing professional services firm based in a central location in the City of London. They are a partner-led business that focuses heavily on people-both their internal team and their clients. They combine market-leading expertise with a personal, high-quality service style that sets them apart in their sector.

The Team

You would be joining a trusted team of 20+ people within the employee benefits and financial planning space. They work closely with private clients and other internal departments, primarily supporting small to medium-sized businesses and non-profit organisations. Many of their clients are UK-based but have head offices in the USA or Europe.

The team provides tailored advice and competitively priced benefit solutions-such as workplace pensions, group risk, medical, and health insurance-to help these businesses attract and reward their staff.

The Role

My client is looking for someone to provide high-quality administrative and technical support. You will be a key part of the engine room, assisting the team in managing client relationships and ensuring services are delivered efficiently. This role is a great stepping stone, offering a clear career path toward an advisory or senior technical role over time.

What You’ll Be Doing

• General Support: Provide administrative and technical backing to the wider benefits team.
• Provider Liaison: Obtain quotes and information from providers, check terms and conditions, and prepare accurate data summaries. You will need the tenacity to chase providers for answers when responses are delayed.
• Client Interaction: Act as a first point of contact for clients. This includes speaking with them on video calls, developing rapport, and acting as a troubleshooter for any benefit-related problems.
• Systems and Reporting: Utilise internal systems like Xplan to ensure client information is accurate and up to date, providing reports whenever necessary.
• Technical Writing: Undertake research and prepare drafts of technical reports in line with the firm’s standards.
• Project Work: Contribute to team projects and provide input on how to constantly improve processes and service delivery.
• Professional Development: The firm is committed to your growth and will support you in taking relevant professional exams to build your technical knowledge.

What We’re Looking For

• Experience: You should have a background working in an employee benefits consultancy or an insurance company, specifically dealing with products like pensions, group risk, or private medical insurance.
• Education: A degree qualification or similar, supported by strong A-Level and GCSE results (including English and Maths).
• Technical Skills: Proficiency in MS Office, particularly Excel and PowerPoint, and the ability to draft professional client letters and research documents.
• Organisation: The ability to manage multiple projects at once, prioritise your workload, and hit deadlines without losing your eye for detail.
• Personal Attributes: You should be a proactive team player who stays calm under pressure. We are looking for a quick learner with an enthusiastic manner and the initiative to manage their own career progression.

51305BR

INDHRR

The Portfolio Group are acting on behalf of our client in recruiting for this position.