Lloyd & Co Financial Planning
Administrator
1 month ago
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Important information
Contract type:
Permanent
Location:
Southport, UK
Work mode:
Onsite
Published on:
28 September 2026
What they need
Client Administrator – Lloyd & Co Employee Benefits – Southport
We currently have a fantastic opportunity for a talented Administrator to join our friendly and supportive teams in our Southport office. You will also be given the opportunity to study for the Chartered Institute of Insurance (CII) Foundation qualification, once you have passed your initial probationary period.
Whilst previous experience within a similar administrative role would be ideal, we would also welcome applications from entry-level candidates who have basic Admin experience
The Company: Lloyd & Co Employee Benefits
- One of the fastest growing Employee Benefits Brokerage's in the UK
- Size of clients ranging from small SME right up to FTSE 100 clients
The Role:
- Working within our Employee Benefits Division, you will be responsible for providing support to the Senior Consultants and Employee Benefits Consultants
What can you expect?
- Fantastic opportunity to join a rapidly expanding team, in order to deliver a fast-paced service proposition. Full training and support will be provided, together with excellent opportunities to develop a career within the Insurance industry.
What you will be rewarded with:
- Competitive Benefits Package including: 25 days annual leave plus bank holidays, excellent pension contributions, health cash plan, life assurance, gym discounts, employee assistance program, plus a range of flexible benefits including the option to purchase additional life and critical illness insurance
We will count on you to:
- Book meetings, request and collate supporting documentation/collate reports & create agendas.
- Assist in preparation of client renewal reports.
- Work on relevant actions from Pre-Renewal meeting.
- Administer general client queries
- Prepare renewal documentation.
- Housekeeping of in-house systems.
- Chase Policy documents from insurer and send to client.
- Obtain and provide claims information.
- Compose Suability Reports to be checked
- Ad-hoc and various other administrative duties.
What you need to have:
- Office administration experience.
- Excellent organisational and prioritisation skills.
- Good communication skills, both written and verbal.
- Friendly and approachable disposition.
- Strong attention to detail and visual accuracy skills.
- The confidence to liaise with a number of key internal and external stakeholders and build strong working relationships.
- Self-motivated and a willingness to learn.
- Positive outlook.
- The ability to work in both a reactive and pro-active capacity.
- Competent I.T. skills (Microsoft Office).
What makes you stand out:
- Previous experience within an administrative support/processing role.
- Previous insurance experience.
- A keenness to study for industry specific Insurance qualifications.
About us:
Lloyd & Co Employee Benefits is an independent specialist employee benefits broker, working with personal, SME and corporate clients across the UK.
The company was born out of a desire to bring employee benefits to life by establishing the needs, wants and dreams of our clients. We have grown organically since our inception in 2009, largely down to the passion we have for what we do. With our Head Office being situated in Southport Merseyside, a further office situated in Hertfordshire, and staff located throughout the UK, we cater for clients irrespective of your location.
Our focus is on building long term client relationships, through the delivery of quality service. We aim to make complex issues clear and understandable, to listen to your needs, and to deliver what we promise.
Lloyd & Co Employee Benefits recognises our clients are unique with their own agendas in business. Our role is to assist them in making the right choices to facilitate what they want from their Health & Wellbeing strategy.
Job Type: Full-time
Pay: £10,000.00-£12,000.00 per year
Benefits:
- Company pension
- Life insurance
Work Location: In person
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