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Employee Benefit, Healthcare and Protection Consultant (BW-1794)

£35000 - £40000 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 Health and Protection Consultant to join the Healthcare Team.

There is an existing portfolio of healthcare and protection schemes to service, develop and grow.

The Role

  • To contribute to the success of the Healthcare team by sustaining and growing the corporate portfolio of clients
  • To deliver high quality health and protection 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 Healthcare proposition development
  • Ensuring their  Corporate Accounts are given a professional and comprehensive service so that they remain with the firm
  • Ensuring their Corporate Accounts are aware of all the services provided and generate additional areas of revenue within the account where appropriate
  • Additionally, where appropriate, generate new corporate clients
  • 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 Employee Benefits 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 Healthcare Team or the wider Employee Benefits 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 healthcare providers and insurers.
  • To keep up to date with their competitors, direct insurer sales and other intermediaries.
  • To explore ways in which membership of private healthcare and protection schemes can be extended, proactively taking the initiative with employee communications.

About You

Job Specific

  • Proven track record in and specialist knowledge in Healthcare and Group Risk
  • Correct level of professional qualifications and policy knowledge to fulfil the job requirements 
  • Experience of implementing, servicing and switching Healthcare schemes including ancillary services such as Dental, Cashplans, Travel, EAP etc. 
  • 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
Reference Number: