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Employee Benefits Consultant

£40000 - £50000 plus excellent benefits
We are delighted to be working with an award winning Chartered Financial Planning firm based in East England. As a result of a retirement there is now a vacancy for an experienced Employee Benefit Pension Consultant to join the Employee Benefits Team.
There is an existing portfolio of pension and protection schemes to service, develop and grow.
The Role
  • To contribute to the success of the Employee Benefits team by sustaining and growing the corporate portfolio of clients
  • To deliver high quality pension, protection and general employee benefit advice to small and medium-sized business enterprises 
  • To contribute to the success of the business by raising the firm’s profile and making appropriate in-house referrals to generate new income
  • Key focus is client work and proposition development for client accounts
  • Support the Director of Employee Benefits with input into projects and ideas on EB proposition development
  • Ensuring their  Corporate Accounts are given a professional and comprehensive service so that they remain with the firm (KEEP)
  • Ensuring their Corporate Accounts are aware of all the services provided and generate additional areas of revenue within the account where appropriate (GROW)
  • Additionally, where appropriate, generate new corporate clients (GET).  
  • Some travel required across Suffolk, Norwich, Cambridgeshire and Essex to meet with clients
Key Responsibilities
  • Develop trust in the relationships with a portfolio of clients to ensure they do not turn to the competition.  
  • Strengthen and develop client relationships by listening to client needs and proposing new solutions and additional services.  Including referrals to the Healthcare team and Private Client Team. 
  • Liaise with the support team to ensure smooth/timely service delivery. 
  • Where appropriate, and through existing connections, generate new corporate clients for Employee Benefits or Healthcare Team.
  • To keep abreast of broader developments in the Employee Benefits field; legislative changes and new product developments, and to keep clients advised of any that are appropriate to their needs or circumstances
  • To develop and maintain good working relationships with pension providers and insurers.
  • To keep up to date with their competitors, direct insurer sales and other intermediaries.
About You
Job Specific
  • Proven track record in and specialist knowledge in DC Pensions and Employee Benefits
  • A minimum of Dip PFS and maintaining professional competence
  • Experience of implementing and servicing Group Risk Schemes
  • Making sound judgements and decisions stemming from in depth experience.
  • Good presentation skills and the ability to explain concepts clearly
  • Communicate clearly to clients, prospects and administration team
  • Ability to Meet deadlines and annual renewal dates
  • Able to delivery high levels of customer service
  • Experience in sales and providing solutions based on customer needs
  • Have attention to detail and accuracy
  • Demonstrate fluent verbal, written and presentation skills to maintain the highest standards of clarity and accuracy.
  • Team working and flexibility, to promotes the team ethos and act as a role model
  • Methodical and organised working practices to meet deadlines
  • IT literate, especially specific software and Microsoft products
  • Problem solving and negotiation skills
  • Competitive salary
  • Bonus available for growing the portfolio and generating new business
  • 5% Pension Contribution
  • Subsidised Healthcare
  • Life Cover
  • Income Protection
  • Cashplan
  • Employee Assistance Programme
  • 25 days holiday + Christmas to New Year shut down + 1 day for Birthday + 1 day for Volunteering (subject to line manager approval)
  • Professional Subscriptions, Exams and Study Resources paid for
  • Cycle to Work Scheme
  • Electric Vehicle Scheme
Norwich or Suffolk
Employment type: 
Employed (Full Time)
Financial Planning
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