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Workplace Benefits Expert

2 months ago

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

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

The ideal candidate will have a strong understanding of workplace pensions, auto enrolment, and group death in service. You will be actively involved in business development activities, working closely with our Payroll and Business Services departments to develop clients' holistic needs.

Key Responsibilities

  • Manage a portfolio of business owners, companies, and employers regarding their workplace provisions
  • Develop and implement workplace pension schemes, auto enrolment, and group death in service
  • Work closely with our Payroll and Business Services departments to develop clients' holistic needs
  • Provide high-quality advice and service to clients

Requirements

  • DipPFS qualified, potentially working towards chartered status
  • Strong understanding of workplace pensions, auto enrolment, and group death in service
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer

  • A competitive and flexible benefits package
  • Opportunities for professional development and growth
  • A collaborative and supportive work environment
  • Recognition and rewards for outstanding performance

About Albert Goodman

Albert Goodman is a firm of Chartered Accountants, Tax Consultants, and Financial Planners. We provide high-quality advice to over 5000 local and national businesses and individuals. We are a friendly, fair, and forward-thinking firm with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive, and impactful.

We are committed to encouraging equality, diversity, and inclusion amongst our people. We are an equal opportunities employer, and offer an environment where candidates and colleagues feel valued. 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.

What Sets Us Apart

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. 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 form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives. 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.