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Group Risk Adviser

£35000 - £40000 + benefits

We’re delighted to partner with a leading, award-winning Financial Services firm who have an opportunity for a Group Risk Adviser to join them in their Weybridge or London office.


The purpose of this role is to further develop the companies Group Risk & Healthcare area of the business by providing support to Partners from a centralised team. The proposition allows Partners to utilise the team to manage existing Group Risk & Healthcare schemes as well support the development of new opportunities. Working in a team of 10, the role is to support Partners & the Head of Group Risk & Wellbeing to manage an existing portfolio of Group Risk & Healthcare clients. The successful candidate will need to be highly numerate, personable, very conscientious and extremely thorough. Most important is a strong desire to do an excellent job, to get things right first time and to have a naturally excellent customer services ethic. Travel to client premises will be required.


Main Responsibilities:

  • Overall responsibility for a block of Group Risk schemes for a range of corporate clients, which will include:
    • Fact Find/initial advice calls
    • The preparation of quote specifications, review of quotations, negotiation with insurers and preparation of review/renewal reports.
    • Sign off Executives Advice reports where required
    • Face to Face and telephone advice meetings with clients
  • Answering and dealing with inbound calls from clients, employees and benefit providers.
  • Management of the new business process for leads
    • Any required initial calls with the new lead
    • Liaising with the partner and any insurers
    • Completion or sign off of Insight Report
    • Attending any kick-off meetings or presentations as required
  • Ad Hoc project work which may include
    • Assisting Head of Group Risk & Wellbeing with Board reports
    • Any necessary catch up projects (e.g. for submissions or fees)
    • Drafting of technical articles and reports for compliance sign off
  • Assist during absence of Head of Group Risk & Wellbeing
  • Assist Head of GR&W with implementation of processes for team
  • Ensure familiarity with, and stay abreast of, developments within the industry, including changes in products and legislation.
  • Assist with training of new team members
  • To participate in appropriate company and departmental training, competence and development initiatives, including any internal licensing requirement.
  • To continuously meet the regulator’s Fit & Proper requirements.
  • Contribute positively as required to the broader group risk & healthcare team and initiatives.


About you:

  • CII GR1 and IF1 qualified or equivalent
  • Previous experience working within an Insurer, Employee Benefit Advisory environment as a Group Risk Adviser
  • Excellent understanding of Group Risk products and the market
  • Proven track record of building rapport and strong relationships with clients, staff and advisers.
  • Excellent verbal and written communication skills with an excellent telephone manner.
  • Ability to work well as part of a team.
  • Solutions oriented, self-motivated and able to work on own initiative.
  • Excellent knowledge of Microsoft Office including Excel, Word and Outlook.
  • Previous experience of managing junior members of staff (Desirable)
Employment type: 
Employed (Full Time)
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