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Corporate Benefits Consultant, Financial Planning

2 months ago

Taunton Somerset, United Kingdom Albert Goodman Full time

Corporate Benefits Consultant, Financial Planning
We’re looking for a Consultant to join our successful Financial Planning team, to specialise in managing a portfolio of business owners, companies, and employers regarding their workplace provisions. The successful candidate will have a Somerset/North Somerset office base to suit their location, which could include Taunton, Yeovil, Weston-super-Mare or Bristol.

You will be actively involved in business development activities, working very closely with the LLP Payroll and Business Services departments to enable development of clients’ holistic needs. The role will extend to all levels of workplace requirements for instance employee pension schemes, auto enrolment, group death in service, and income protection.

Skills in client care, offering quality advice and service
A commercial focus, along with experience in a fee-based environment and the ability to make informed decisions.
Confidence meeting the regulatory aspects of the role, providing compliant advice and reports
A sound knowledge of workplace pensions, auto enrolment and group DIS
A love of networking in order to develop the business and team

We offer a fantastic place to work with a competitive and flexible benefits package. A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
An annual salary review
Hybrid working
Group pension scheme
Life assurance, which includes access to a smart health app
An employee assistance programme for you and your family
One volunteering day per year
Cinema society discounts
GymFlex discounts
Bupa health and cash plans available
Electric car and cycle to work schemes

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take. We recognise that professional development goes beyond building specialist skills. Everyone is encouraged and supported to engage in wider training and networking to create a well-rounded experience.

We make a positive difference to those with whom we work, as well as in our communities and the environment.

We are proud that we are the Best Companies 2022 number one accountancy firm to work for in the UK, as well as an “Outstanding Place to Work” and a top 25 employer in the South West We offer a fantastic place to work with a competitive and flexible benefits package.