Employee Benefits Administrator

Shackleton Advisers Limited; Sittingbourne; On-site; GBP 30,000 - GBP 40,000; Full time

Job summary

A financial services firm based in Sittingbourne is seeking an experienced Employee Benefits Administrator. The role involves pensions administration, specifically handling queries regarding Workplace pension schemes and Auto Enrolment. Candidates should possess a clear understanding of General Employee Benefits and must have strong attention to detail as you maintain databases and process pension contributions. Good knowledge of Microsoft tools is also required. Interested applicants should send their CV to the provided email address.

Qualifications

• Experience in financial services specifically with employee benefits.
• Understanding of Auto Enrolment legislation and pension contributions.
• Experience processing Letters of Authority and monthly pension files.

Responsibilities

• Process client and adviser queries via email, letter, and phone.
• Maintain the company database and manage new joiner processing.
• Handle Group Personal Pension monthly contributions and communications.

Skills

Pensions administration

Customer communication

Attention to detail

Education

GCSE Maths and English at grade 5 or above

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Job title: Employee Benefits Administrator
Reporting to: Employee Benefits Team Leader
Date of Issue: 3 February 2026

Role objective

We are looking for a candidate who is experienced in Pensions administration, specifically with Workplace pension schemes, Auto Enrolment, Salary Sacrifice, and general pension scheme administration. Ideally have general working knowledge of other Employee Benefits, such as Group Life Assurance, Income Protection, Private Medical, Dental, Cash plan, etc.

Key responsibilities

• Processing of client, provider and adviser queries by email, letter and phone.
• Company new joiner processing:
  • Issue new joiner e-mail (database e-mail and employer specific e-mail).
  • Send relevant benefit invites and action any additions – notifying company of any changes to payroll.
• Maintain the company database
  • Update and action new joiners.
  • Update and action leavers.
  • Address changes – in turn updated relevant providers.
  • Benefit level amendments.
  • Bulk data downloads.
  • Issue App launch e-mails and assist with login queries.
• Processing Letters of Authority from clients:
  • Explain transfer process and send LOA.
  • Send LOA’s to providers and follow up until info received, keeping client updated in the meantime.
  • Contact client with results (policy summary and projection of benefits including all policies).
  • Arrange call with adviser if suitable and available to client based on company service agreement.
• Transfers:
  • Generating transfer paperwork and issuing to employee.
  • Update transfer tracker.
  • Chase transfer paperwork periodically 3 times, if no response, close case and update records.
  • Once transfer paperwork received – issue to providers, update database and spreadsheets.
  • Chase until completion and keep client informed.
• Processing of Group Personal Pension monthly contributions
  • Actioning new joiners/leavers.
  • Checking amounts correlate to what they should be.
  • Ensuring everyone is auto-enrolled when they should be.
  • Management of internal database with monthly data changes
• Communicate with existing and former clients, providers and advisers via e-mail, letter and phone.
• Correspond with advisers and employers to arrange employer meeting days, once arranged issue invitations to employees.
• Generate meeting day paperwork/diary entries for adviser.
• Supporting re-enrolment for employers and advising of employees to be re-enrolled. Processing the re-enrolment with the provider once month is agreed.
• Liaising with employees and employers to make any requested changes to contribution amounts/bonus sacrifices, ensure all records are updated with the details and the relevant form is completed for audit purposes.
• Supporting employees with the auto-enrolment process, explaining the regulations and statutory amounts as chosen by the employer, and helping action any opt outs.
• Sending communications to employees regarding salary sacrifice, AE rate changes, claiming back higher rate tax etc and assisting with any relating queries.

This job description may be reviewed and subsequently amended to better reflect any changes required in the role.

Person specification

Qualifications

• GCSE Maths and English at grade 5 or above
• Good working knowledge of Microsoft Outlook, Word and Excel
• CII qualifications in Financial Services and/or Pensions (desirable)

Knowledge and experience

• Experience of working in an office environment
• Telephone experience dealing with providers and customers
• Experience and understanding of Personal and Workplace Pensions
• Understanding of Auto Enrolment legislation
• Understanding of Net Pay, Salary Sacrifice and Tax for pension contributions
• Basic understanding of core employee benefits products such as:
  • Life Assurance
  • Income Protection
  • Private Medical Insurance
• Experience in Financial Services, particularly Group Personal Pensions and Group Risk
• Experience working within an Employee Benefits Team
• Experience processing Letters of Authority and producing pension summaries
• Experience processing monthly pension contribution files with pension providers
• Comprehensive understanding of Auto Enrolment legislation

Personal skills

• Excellent attention to detail
• Ability to prioritise workloads effectively
• Ability to work under pressure and meet deadlines
• Strong verbal and written communication skills
• Able to take ownership and work independently as well as part of a team
• Friendly, personable and confident speaking to a wide range of people
• Good sense of humour
• Honest, open and trustworthy
• Flexible and adaptable to new situations

If you are interested in learning more about this role or want to apply, please send your CV/Application to [e-mail]