Our client, a long established and well regarded financial advisory organisation with a solid reputation for providing clients with trusted long-term advice seek an IFA to join the team. The company are proud to provide independent, holistic advice to clients on a wide range of products that complement the clients' personal goals and objectives.
The Role
To work as part of a national Corporate Risk team to ensure the corporate risk processes are efficient, relevant and consistent across the business. The role holder will provide technical support in all areas of corporate risk in the following areas:
- Group Death in Service/Group Life
- Group Income Protection
- Group Critical Illness
- Group Private Medical Insurance
- Group Dental
- Employee Assistance Programmes
The role requires an in-depth knowledge of the products and schemes available, the providers within our market and the regulatory framework and to provide a corporate risk re-broking service.
Responsibilities
- To operate a broking and re-broking desk and promote greater use of the skills and knowledge of the Corporate Risk Team.
- To provide technical guidance on corporate risk products to consultants and administrators and to be recognised as a corporate risk expert.
- To assist with keeping the company's employees up to date with issues and changes within the corporate risk market.
- Attend Client Meetings as requested.
- Liaise with product providers.
- To build and maintain effective working relationships with other areas and colleagues in the region/consulting processing to ensure everybody is working together towards the same goals.
- Attain/retain high level of product and business knowledge about all corporate risk products.
- To assist and support the consultants in the securing of new business as necessary.
- To maintain and update the Corporate Risk & Healthcare scheme database.
Experience & Skills
- Strong Technical Knowledge and an understanding of today’s Corporate Risk market are essential.
- Previous experience of working in relevant capacity within financial services
- High level of attention to detail due to the nature of the role / day to day tasks
- If you are a graduate, ideally hold a Maths degree / Economics degree / Accountancy degree / Law degree
- Have experience working within defined service standards, policies and procedures
- Excellent communication and administration skills are essential
- Be confident using all programmes within the Microsoft Office Suite (Word/ Excel/ PowerPoint)
- Planning and Organisation
- Teamwork
- Interpersonal skill
Key Benefits
- Pension
- Flexible Benefits Package
- 25 days plus Bank Holidays
- Voucher schemes
- Full support with your own professional development
Corporate Risk & Healthcare Specialist, Preston (CR-1671)