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Group Benefits Associate

The Kingswood Group
Job LocationSheffield
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Kingswood Holdings Limited (trading as Kingswood) is an AIM-listed integrated wealth management group, with more than 16,000 active clients and c. £6 billion of Assets under Management. It has a growing network of offices across the UK as well as officesin New York and Johannesburg. Clients range from private individuals to some of the UKs largest universities. The Groups vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinnedby investment in people and innovation in technology to support our advisers and clients. This role will be working within the Client experience, marketing and communications team.As a Group Benefits Associate you would handle the day-to-day administration duties of pension schemes and life insurance policies to include:Assisting the Group Benefits Senior Associate with:

  • Processing monthly pension schedules and liaising with relevant person in the Company Payroll / HR Department 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 advisers absence and deal with client queries
  • Form Processing in relation to review / new schemes
  • Group protection scheme re-broking annually / 2 yearly or Tri-Annual
  • 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 Member templated letters including for new joiners, nearing NRD and retirement options
  • 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
  • Ensure any change in initial / ad-hoc fee amounts are communicated to Finance so that the monthly WIP can be updated
  • Obtain policy information for paraplanners as required
  • Obtain quotes for paraplanners as required
  • New Clients Procedure
  • Client Left Agency Procedure
  • Deceased Clients Procedure
  • Change of address Procedure
  • New Business Procedure
  • Complete Review dairy / task in XPlan
  • Tracking for all the above
  • Assist with mail merge exercises
  • If absent, ensure above is covered
  • Keep up to date with pension and tax laws
The ideal candidate will:
  • have a minimum of 18mths financial services experience, ideally in Group Benefits
  • have had experience of working with a CRM system
  • be conscientious, have attention to detail and be a team player
  • have used Excel
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

Keyskills :
Microsoft ExcelPension SchemesPMILife coverXPLAN

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