Employee Benefits Administrator

Job Title: Employee Benefits Administrator

Reporting to: Choice Sales Manager

Department: Employee Benefits

About Prosperous Financial:

At Prosperous Financial, we empower individuals and households to make confident, informed financial decisions. Our client-first approach blends expert advice with personalised planning across pensions, investments, mortgages and succession strategies. We pride ourselves on clarity, integrity and a deep commitment to long-term relationships.

We believe great advice changes lives and we’re proud to foster a workplace where trust, growth and shared success are at the heart of everything we do. Our values - Client Centric, Transparency, Integrity and Clarity, shape our culture, drive our standards and guide how we work.

About The Role:

We have an exciting opportunity for an experienced Employee Benefits Administrator to join the Prosperous Financial team, with a particular focus on Employee Benefits and Group Pensions.

This is a key role within the team and we are looking for someone who has previous hands-on experience working within employee benefits or group pensions and understands the administration involved in supporting both employer clients and their employees.

You will be responsible for the day-to-day administration and servicing of group pension and employee benefit arrangements, working closely with Financial Advisors, employers, employees and providers to ensure an efficient and high-quality service.

The role requires someone who is highly organised, proactive and comfortable managing multiple schemes and priorities, with strong attention to detail and a clear understanding of the importance of accuracy, compliance and client service.

Key Responsibilities:

• Support the implementation and ongoing servicing of group pension schemes and employee benefit arrangements for employer clients.
• Coordinate the initial scheme set-up process, working closely with employers, Financial Advisors and providers to ensure all required information and documentation is completed accurately and within agreed timelines.
• Support employer clients throughout the implementation process, providing clear guidance on the information and actions required from them to successfully establish their scheme.
• Liaise directly with employer clients, employees and providers, acting as a key point of contact for administration and servicing queries.
• Coordinate with providers to progress queries, resolve issues and ensure agreed actions are followed through.
• Support Financial Advisors in the ongoing management and servicing of Employee Benefits clients.
• Prepare documentation and information required for client meetings, employee engagement and scheme reviews.
• Respond to employer and employee queries relating to pension and benefit arrangements, escalating advice-related queries to the appropriate Financial Advisor.
• Maintain accurate and complete client and scheme records across internal systems.
• Ensure all administration and documentation is completed accurately and in line with internal processes and compliance requirements.

Skills And Experience:

• QFA qualification is essential; further qualifications such as PTP (Pension Trustee Practitioner) or specialist education in pensions or Employee Benefits would be an advantage.
• Previous experience working in an Employee Benefits or Group Pensions administration role is essential.
• Strong practical knowledge of group pension schemes, employee benefits and the scheme implementation process.
• Experience liaising directly with employers, employees and pension providers within an Employee Benefits environment.
• Strong administration and organisational skills, with excellent attention to detail and the ability to manage multiple clients and priorities.
• Strong communication skills, with the confidence to engage professionally with employers, employees, providers and internal stakeholders.
• Proactive and solutions-focused, with the ability to take ownership of queries and follow actions through to completion.
• Strong understanding of the importance of accurate record keeping, documentation and compliance within a regulated financial services environment.

Why work with us:

• Excellent remuneration package and competitive bonus structure
• Hybrid, flexible working model (4 days from home / 1 day in office)
• 25 days annual leave
• Employer pension contributions up to 10%
• Income Protection
• Death In Service
• Professional development opportunities
• Recognised as a Great Place to Work 2024-2027 and Best Place To Work 2025-2026