We are working with an award winning Chartered Financial Planning firm in Bury St Edmunds. As a result of a retirement there is now a vacancy for an experienced Pension Consultant to join the Employee Benefits Team!
There is an existing portfolio of pension and protection schemes to service, develop and grow. If you are looking for a new Employee Benefits role within a forward-thinking wealth management business, get in touch.
You will need a full UK driving licence, travel required to visit clients in Suffolk, Norwich, Cambridgeshire and Essex.
Overview of the role
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
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
Key Responsibilities
Develop trust in the relationships with a portfolio of clients
Strengthen and develop client relationships by listening to client needs and proposing new solutions and additional services
Liaise with the support team to ensure smooth/timely service delivery
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
Proven track record in Defined Contribution 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
Generic
Able to deliver high levels of customer service
Experience in sales and providing solutions based on customer needs
Have attention to detail and accuracy
IT literate
Demonstrate fluent verbal, written and presentation skills
Team working and flexibility, to promote the team ethos and act as a role model
Methodical and organised working practices to meet deadlines
Problem solving and negotiation skills
Excellent Benefits and Rewards
Competitive salary
Bonus available for growing the portfolio and generating new business
5% Pension Contribution
Subsidised Healthcare
Life Cover and Income Protection
Cashplan and 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
Employee Benefits Consultant, Bury St Edmunds (BW-1793)
We are working with an award winning Chartered Financial Planning firm in Bury St Edmunds. As a result of a retirement there is now a vacancy for an experienced Pension Consultant to join the Employee Benefits Team!
There is an existing portfolio of pension and protection schemes to service, develop and grow. If you are looking for a new Employee Benefits role within a forward-thinking wealth management business, get in touch.
You will need a full UK driving licence, travel required to visit clients in Suffolk, Norwich, Cambridgeshire and Essex.
Overview of the role
Key Responsibilities
About You
Generic
Excellent Benefits and Rewards
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