Associate Corporate Financial Planner, Chelmsford (JR-1751)

The Role:
Relationship Management

• Develop and maintain strong relationships with new and existing clients
• Ensure all clients receive the highest quality of customer service on an ongoing basis
• Conduct virtual and telephone meetings with clients using the company process to identify clients’ needs
• Spot opportunities for growth of revenue within current client bank
• Actively manage all leads passed from the Employee Benefits team, Professional Introducers Wealth Management Financial Planners and Corporate Wealth Management with a view to successfully secure them as Clients
• Develop the employer relationships (profile all senior management, client satisfaction, new opportunities in order to understand the client’s needs)
• Develop and maintain relationships with the Corporate Financial Planners and Corporate
• Client Executive team to ensure seamless client service
• Attend and present at a number of planned focussed EB events during the year to attract new EB clients to the business
• Manage and maintain accurate management information/data relating to the different client contact strategies (including return on investment for planned events)
• Generate appropriate monthly reporting, information and statistics in the required format

Revenue and Business Development

• Formulate and agree a business plan each year
• Ensure that sales targets are met or exceeded
• Identify new sales opportunities and take the appropriate steps to secure the business
• Identify appropriate industry events to represent the business and seek new opportunities
• Develop and maintain a contract strategy based on various communication methods, i.e. virtual meetings/telephone calls/emails and networking
• Work closely with all colleagues, build relationships to maximise new business opportunities
• Liaise with our key partners to produce campaigns via mail shots, e-shots and the website to generate new business opportunities
• Develop and deliver presentations to introducers and employees when required, outlining our proposition and service
• Understand all products within the employee benefits portfolio

About you:
Work Experience:

• Proven successful track record in target driven environment
• Previous experience of working as an Employee Benefits consultant
• Demonstrable evidence of delivering successfully in a similar role
• Proven experience of understanding clients’ needs and providing focussed solutions with successful results
• Experience achieving/exceeding financial targets
• Experience in carrying out presentations to large audiences

Essential:

• Demonstrable knowledge of the Pension, Health, Risk & Wellbeing marketplace
• Knowledge on auto-enrolment, Nest, workplace pensions and pension schemes
• Ability to agree financial objectives and achieve/exceed them
• Excellent inter-personal, verbal and written communication skills
• Excellent organisation and time management skills and can work as part of a wider team
• Commitment to providing high level of customer service and has experience of building relationships at corporate events
• A self-motivated individual who can generate leads and cultivate new client opportunities
• Ability to agree financial objectives and achieve/exceed them
• Excellent commercial awareness and industry knowledge
• Good working knowledge of all Microsoft packages; Outlook, Word, Excel and Powerpoint

Desirable:

• R0 exams
• Group risk qualifications

Benefits

• 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
• Holiday buy and sell scheme
• Group Life Assurance and Pension Scheme
• Private medical Insurance
• Group Income Protection
• Discretionary and team bonuses
• Hybrid working (ideally 2 days in office)
• 37.5 hrs a week but flexible necessarily 9-5
• Training programme for level 4 diploma