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EB Pension, Group Risk and Healthcare Adviser - Gloucester (BW-1889)

£35000 - £50000 plus bonus
This long established and well recognised Financial Services company have been providing financial advice to corporate and private clients for more than 70 years! The business has continued to grow throughout this time, largely through referrals and repeat business, in a lot of cases they have been looking after generations of family wealth.
The Role & Responsibilities
  • To deliver high quality pension, health and protection benefit advice to small and medium-sized business enterprises 
  • To contribute to the success of the Employee Benefits team by sustaining and growing the portfolio of employer clients
  • Ensuring their portfolio of Employers are aware of all the services provided and generate additional areas of revenue within the account where appropriate
  • To contribute to the success of the business by raising the firm’s profile and making appropriate in-house referrals to generate new income
  • Ensuring employers are given a professional and comprehensive service so that they remain with the firm
  • Develop trust in the relationships with a portfolio of clients to ensure they do not turn to the competition.  
  • Additionally, where appropriate, generate new corporate clients
  • Support the Director of Employee Benefits 
  • Liaise with the support team to ensure smooth/timely service delivery. 
  • To develop and maintain good working relationships with workplace pension, healthcare providers and insurers.
About You
  • Proven track record in and specialist knowledge in Workplace Pensions, Healthcare and Group Risk
  • Correct level of professional qualifications and policy knowledge to fulfil the job requirements 
  • Experience of implementing, servicing and developing workplace pension schemes
  • Experience in switching Healthcare & Group Risk 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
  • Problem solving and negotiation skills
  • Competitive Salary and Bonus Structure
  • Staff AE pension scheme 
  • PHI
  • Life Cover
  • Cashback Health Plan
  • 25 days (inc 3 used at Christmas when the office closes)
  • Exam Support
Employment type: 
Employed (Full Time)
Financial Planning