Financial Planner

We have a new **Desk Based Financial Planner** opportunity to join this well-established Wealth Management firm. This role specialises on **Corporate Advice**and**Employee Benefits**.

You will actively manage a portfolio of clients, providing excellent client service and spotting further opportunities through understanding your client’s needs. To work with the Team to deliver Auto Enrolment Workplace Pensions to new client introductions.

The role of **Financial Planner** comes with a competitive salary and excellent range of benefits

**Key responsibilities**
- Develop and maintain strong relationships with new and existing clients
- Have the skill knowledge and experience to develop and maintain relationships
- Ensure all clients receive the highest quality of customer service on an ongoing basis
- Conduct virtual and telephone meetings with clients
- Spot opportunities for growth of revenue within current client bank
- Actively manage all leads passed from the EB team, Introducers, Wealth Managers and Corporate Wealth Management with a view to successfully secure them as EB Clients
- Develop the employer relationships (profile all senior management, client satisfaction, new opportunities in order to understand the client’s needs)
- Develop and maintain relationships with the Corporate Financial Planners and Corporate
- Client Executive team to ensure seamless client service
- Attend and present at planned EB events aimed at attracting new clients to the business
- Manage and maintain accurate management information/data relating to the different client contact strategies and provide reports
- Generate appropriate monthly reporting, information, and statistics in the required format

**Revenue and Business Development**
- Formulate and agree a business plan each year, strive to meet targets
- Identify and maximise new sales opportunities to secure the business
- Identify appropriate industry events to represent the business and seek opportunities
- Work closely with all colleagues, build relationships to maximise new business opportunities
- Liaise with our key partners to produce campaigns via mail shots, e-shots and the website to generate new business opportunities
- Develop and deliver presentations to introducers and employees when required, outlining our proposition and service
- Understand all products within the employee benefits portfolio and identify opportunities to cross sell and promote other services

**About you**:

- Proven successful track record in target driven environment
- Previous experience of working as an Employee Benefits consultant
- Demonstrable evidence of delivering successfully in a similar role
- Experience in developing relationships within the Employee Benefits arena
- Experience achieving/exceeding financial targets
- Experience in carrying out presentations to large audiences
- Demonstrable knowledge of the Pension, Health, Risk & Wellbeing marketplace
- Ability to agree financial objectives and achieve/exceed them
- Excellent inter-personal, verbal and written communication skills
- Excellent organisation and time management skills
- Commitment to providing high level of customer service and has experience of building relationships at corporate events
- A self-motivated individual who can generate leads and cultivate new client opportunities
- Ability to agree financial objectives and achieve/exceed them
- Excellent commercial awareness and industry knowledge
- Ability to use all Microsoft packages; Outlook, Word, Excel and Powerpoint
- Diploma qualified and Group Risk qualifications advantageous