Employee Benefits Consultant

2 weeks ago

Elland Lower Edge, United Kingdom CV-Library Full time

Employee Benefits consultant, Salary up to £60,000 West Yorkshire based (Commutable from Manchester) Hybrid Working model, home OR Office Client Bank provided
5% Pension Death in service 25 Days annual leave + an extra day for your Birthday Yulife Employee Benefit Package  
 
Our client is a highly professional and reputable Independent Firm of Financial Planners who have built an excellent reputation for Providing bespoke Advice to their forever growing Client bank consisting of ultra-high net worth Clients.
 
To competently provide advice to clients on Group Risk products (group life, group income protection and group critical illness) and Private Medical Insurance and similar products (such as cash plans and dental schemes), as set out within the Financial Conduct Authority’s (FCA) rules and the procedures of Eastwood Financial Services (EFS)
 
Duties and Requirements  

Manage relationships and provide ongoing advice to existing corporate clients, as required
Identify and contact potential new corporate clients. Gather sufficient information and identify client needs
Analyse information gathered and undertake sufficient research to make suitable recommendations, working alongside the corporate services admin as required
Complete all supporting documentation in an accurate manner and in line with the compliance procedures of EFS
Ensure that the level of service, as agreed with each client, is delivered in a timely manner
Liaise with professional connections with regard to existing clients, as required and liaise with existing and potential new connections in order to develop new client opportunities
Attain and maintain competent status as defined by the FCA and EFS
Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the EFS Training & Competence scheme
Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs
Any other ad hoc duties reasonable and appropriate to the position Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion

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