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Corporate Benefits Specialist, Financial Planning Expertise

2 months ago

Taunton, Somerset, United Kingdom Albert Goodman Full time
About the Role

We are seeking a skilled Corporate Benefits Consultant, Financial Planning to join our successful Financial Planning team. As a key member of our team, you will specialize in managing a portfolio of business owners, companies, and employers regarding their workplace provisions.

Key Responsibilities
  • Actively involved in business development activities, working closely with the LLP Payroll and Business Services departments to enable development of clients' holistic needs.
  • Manage all levels of workplace requirements, including employee pension schemes, auto enrolment, group death in service, and income protection.
  • Provide high-quality advice and service to clients, with a commercial focus and experience in a fee-based environment.
  • Meet regulatory aspects of the role, providing compliant advice and reports.
  • Develop a sound knowledge of workplace pensions, auto enrolment, and group DIS.
  • Nurture a love of networking to develop the business and team.
What We Offer
  • A fantastic place to work with a competitive and flexible benefits package.
  • A minimum of 25 days holiday, increasing with length of service.
  • The option to buy and sell holiday.
  • An annual salary review.
  • Hybrid working.
  • A group pension scheme.
  • Life assurance, including 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.
About Us

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.

We 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.

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