Employer: Coast Specialist Recruitment Salary: £30,000 – £45,000 per annum Date Added: 02/04/2024
Our client a very well established leading financial services provider specialising in Employee Benefits and Wealth Management solutions are looking to recruit an additional employee benefits consultant to support our existing clients.
As a consultant you will be responsible for providing consultancy services to new and existing corporate clients to promote Employee Benefits services. It is important that you have had experience in this area previously.
Key Responsibilities
Responsible for hosting financial education workshops and presenting staff benefits using power point to groups of employees varying in number
Conduct one-to-one advice appointments with employees regarding their workplace pension and employee benefits
Deal with queries via email and telephone from new and existing clients
Be able to identify opportunities and client needs and refer business leads of mortgage and wealth management to the team around you.
Conduct and follow the financial Advice process following all service standards and rules for a compliant outcome and an outstanding client experience.
Experience, Knowledge & Essential Attributes
You must be currently working as an Employee Benefit Consultant/IFA/Financial Advisor
Have at least 1 year’s relevant face-to-face experience
Full diploma qualification preferred, or working towards diploma status
Pension and salary sacrifice knowledge required
Excellent communication skills and high standards of literacy essential
Be able to prioritise work
Work well within a team and independently, being able to prioritise work.
What We Offer
Competitive salary and benefits package including pension, death in service and cash plan
Opportunities for professional growth and development, with ongoing training and support
A collaborative and inclusive work environment where your contributions are valued and recognised
The chance to make a meaningful impact on the financial well-being of our clients by helping them achieve their financial goals
