Pensions & Benefits Consultant

3 days ago

Guildford, United Kingdom Harding Financial Full time

**Company Description**

Harding Financial is a boutique wealth management firm (approx 25 staff members) based just outside of Guildford, providing expert financial advice to a range of private and corporate clients.

**Role Description**
- **Responsibilities**:_
- Identifying and prospecting new client relationships with the intention of building a portfolio of corporate clients to advise.
- Work closely with the management team to develop local marketing and events strategy.
- Developing your own personal network of introducers.
- Deal with new business enquiries received via the company website and existing introducers.
- Identifying new sources of income through cross-sell opportunities.
- Build and maintain strong client relationships, providing exceptional service and support.
- Consult with corporate clients to understand their specific employee benefits needs and objectives.
- Design and present customised employee benefits solutions that align with client goals.
- Collaborate with the team to ensure the successful implementation and ongoing management of employee benefits programs.
- Stay up-to-date with industry trends and regulations to provide expert guidance and recommendations to clients.
- Delivering employee education programmes to include one to one employee meetings and group presentations.
- **Qualifications Required**:_
- Ideally degree qualified.
- **Experience Required**:_
- A minimum of five years’ experience in an employee benefits role with strong experience in the area of pensions and auto enrolment.
- Proven track record of new business lead generation and conversion.
- Proven track record of relationship management.
- Experience and a good level of competency using Microsoft Office.
- **Skills Required**:_
- You have excellent questioning and listening skills and are able to communicate in a professional manner
- A natural networker
- Self
- motivated and driven to succeed and deliver a first class service to clients
- Proven presentation skills
- Good at problem solving and thinking outside the box
- Well organised with the ability to prioritise
- Good attention to detail
- Hands on, can do approach to work
- Fantastic interpersonal skills
- Good systems and IT skills

**Company Benefits**:

- Pension scheme
- Cash Plan after 6 months employment
- £100,000 Death in Service
- Income Protection
- 23 days holiday up to 28 days (able to roll over up to 5 days each year)
- Closes over Christmas
- Gifts for Birthdays and Work Anniversaries
- Plenty of social events such as Tax Year End celebrations, Christmas Party and others
- Help with funding exams
- Free parking at the office
- Hybrid office and working from home
- Modern Laptop supplied
- Company contributions towards many other benefits such as home office kit

**Job Type**: Part-time

**Salary**: £40,000.00-£47,000.00 per year

Expected hours: No less than 15 per week

**Benefits**:

- Company pension
- Cycle to work scheme
- Financial planning services
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Work Location: Hybrid remote in Guildford

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