Career 
Opportunities

Permanent Full Time, 35 hours per week

Who we are

Founded in 1987, Alexander Beard is an international organisation (www.abg.net) with a proven track record of providing a broad spectrum of financial services in the UK and abroad. Services range from corporate financial advice, individual financial planning in the UK, specialist financial services and brokering Employee Benefits.

Alexander Beard International Benefits Division has been implementing, managing and consulting on benefit programs for employers for over 15 years.

Our UK business has grown organically and is now spread across 3 locations in the U.K - Chester, Leeds and London.

We provide employee benefits management and consultancy to businesses across the UK and internationally. Our passion for client service and an impeccable client experience is our driving force and runs through all levels of our business.

We aim to create a working environment to make the most of your existing skills, while also fully supporting you to develop new ones.  This role will give you the opportunity of working within a forward-thinking and growing international financial services Company where you are not just a number but a valued and respected member of our close team.

The Role

This is an exciting opportunity to join the team in our Employee Benefits Division. We are looking for individuals with either existing employee benefits/group schemes experience or demonstrable transferable skills from administrative roles within financial services.

As a Client Services Administrator your role will involve the following tasks:

· Maintaining client records and our internal system

· Processing new business applications, joiners/ leavers / changes

· Liaising with insurers and internal stakeholders

· Processing policy renewals

· Checking and processing renewal data

· Checking quotes

· Issuing membership documents

· Checking and issuing annual renewal accounts

· Answering client queries and providing an excellent customer experience

· Preparing reports for Senior stakeholders

This role will see you working in the administration team, alongside the team Manager, Consultants and Division Directors.

Our team works towards a common goal of success – we encourage our team to collaborate and work together to create positive results for the division.

Experience and Skills Required for this role

Our team dynamic is fast paced and multi-disciplinary – no one day is the same!

Day to day you may deal with different types of queries for different types of benefits and the role will be best suited to an individual who thrives on diversity and variety.

We are looking for an individual with the following skills to join us:

· Ideally you will have experience of working in Employee Benefits and will have knowledge of products such as Private Healthcare, Group Risk (Life, Income Protection and Critical Illness), Private Dental, Cash plans and Group Pensions (all or some experience in these benefits would be beneficial).

· Passionate about service and providing a great customer experience

· Excellent telephone skills and experience speaking with client and / or insurers and providers

· Excellent communication and interpersonal skills

· Self-Motivated and uses initiative

· Organised and Methodical with an eye for detail

· Excellent written English skills and fully competent at Microsoft Word and Excel

· Ability to think on your feet and problem solve – we encourage you to be an active part of our team and will listen to your thoughts and feedback in our daily team meetings.

The Benefits of working with us

Benefits of working for Alexander Beard include:

· Competitive Salary – range dependant on experience and skills

· Annual Leave starting at 25 days per year (plus Statutory Bank Holidays)

· A day off on your Birthday!

· Flexible Working options to support a work/life balance

· Staff Profit Share Scheme – We want you to benefit from the company’s success!

· A monetary bonus after 5, 10, 15 and 20 years’ service – We want your loyalty to be recognised!

· Company Pension

· Life Assurance / Death in Service Scheme

· Income Protection Scheme

· Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options

· Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role

· Free car parking

· Departmental and Company Social Events

·  ‘Recruit a Friend Bonus Scheme'

If this is the next opportunity that you are looking for, please send your CV to anne.hogan@abg.net along with a covering letter demonstrating why your feel you are the right candidate for the role.

Are you looking for your next opportunity within Financial Services and keen to join a forward thinking international expanding Company? If so, Alexander Beard are currently recruiting for a Branch Administrator based at our Head Office.

The Alexander Beard Group are an international financial services company specialising in UK Wealth, International Employee Benefits, International Education and Non-Government Organsiations and Expatriate Services. Our Head Office is based on the outskirts of Ellesmere Port and within 20 minutes from Chester.

The role of Branch Administrator sits within our UK Wealth and Expat Divisions and will be that first point of contact for clients dealing with their administrative duties, namely processing of new business applications; inputting new business and ensuring new and existing records are kept up to date. The role will also encompass producing client’s valuations and following client reporting procedures as well as liaising with product providers, clients and our financial advisers. This is a permanent full time post working 35 hours a week, 9am-5pm.

The ideal candidate will therefore have excellent communication and organisation skills with a good understanding and experience of using a Computer, specifically in using Microsoft Word and Excel. Experience in using Plannr would also be desirable as would evidence of completing regulatory exams (or equivalent). Experience of working with mortgages would also be advantageous, however experience of working within an IFA and/or wealth division is mandatory.

Benefits of working for The Alexander Beard Group include:

· Excellent staff retention

· 25 days Annual Leave per year (plus Statutory Bank Holidays). This increases to 26 days after 4 years completed service.

· A monetary loyalty bonus after 5, 10, 15 and 20 years’ service.

· Flexible Working options

· Profit Share Scheme

· Death in Service Scheme *

· Income Protection Scheme *

· Work place Pension

· Company sick benefits (after 1 years’ service)

· A day off on your Birthday *

· Positive approach to Learning and Development opportunities

· Free car parking

· EAP

· Recruit a Friend Bonus Scheme

· Departmental and Company Social Events

(* conditions apply)

If this is the next opportunity that you are looking for, please send your CV to anne.hogan@abg.net along with a covering letter demonstrating why your feel you are the right candidate for the role.

Alexander Beard Group’s international expat division have recently acquired a number of expatriate client banks, consisting of British clients, resident predominantly in France, Italy and Spain.

We are now seeking an experienced adviser to be based between our London and Lyon office, whose primary responsibility will be to service this client base and explore opportunities for new business.

The clients hold a portfolio of UK products such as pension, ISA, investment accounts, mainly platform based, but also legacy life insurance-based savings and bonds; knowledge of all these areas is vital.

A good basic salary will be coupled with an attractive bonus structure, and recently introduced group-wide share option scheme.

An ability to speak French would be a distinct advantage.

If this unusual post interests you, please send your CV by email to our HR Manager: anne.hogan@abg.net

More information about our company’s 36-year history can be found at www.abg.net