About the job
Job Title: Employee Benefits Adviser
Location: Whiteley (must be driver due to location of the office)
Salary: Circa £65k + benefits
Hours: Full-time, Mon-Fri , hybrid (3 days office, 2 days home)
About the Role:
We are looking for an experienced Employee Benefits Adviser to join an Employee Benefits team, with a strong emphasis on proven external and practical experience. You will play a key role in delivering exceptional service to both new and existing clients, in line with our established Employee Benefits proposition and brand.
Employee Benefits Adviser Responsibilities:
- Providing high quality advice to corporate clients.
- Write and present high quality Client Proposition documents.
- Provide regular reviews for existing clients in line with service level agreements.
- Achieving agreed new business targets.
- Maintain required CPD including IDD.
The ideal Employee Benefits Adviser will have / be:
- Confident across GPP, GIP, DIS, PMI, and auto enrolment, exposure to flexible benefit platforms would be a bonus.
- Highly organised.
- You will be comfortable speaking directly with clients, thrive in a fast-paced environment, and enjoy juggling multiple schemes and cases with ease.
- Diploma in regulated Financial Planning or equivalent.
- A positive, proactive, and people-focused attitude.
- A desire to be an integral part of building our business.