Corporate Benefits Specialist
7 days ago
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 enable the development of clients' holistic needs.
Key Responsibilities
- Manage a portfolio of business owners, companies, and employers regarding their workplace provisions
- Develop and implement effective business development strategies to grow our client base
- Work closely with our Payroll and Business Services departments to ensure seamless delivery of services
- Provide high-quality advice and service to clients, including workplace pensions, auto enrolment, and group death in service
Requirements
- DipPFS qualified, potentially working towards chartered status
- Strong client care skills, with the ability to motivate, coach, and develop others
- Commercial focus, with experience in a fee-based environment and the ability to make informed decisions
- Confidence in meeting regulatory aspects of the role, providing compliant advice and reports
What We Offer
- A competitive and flexible benefits package, including a minimum of 25 days holiday, annual salary review, and hybrid working
- Opportunities for professional development and career growth, including training and networking
- A collaborative and inclusive work environment, with a focus on delivering exceptional results
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