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
- Cycle to Work and Electric Vehicle Scheme
Employee Benefits Consultant, Bury St Edmunds
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