Job Title: Employee Benefits Adviser
Location: Whiteley (must be a driver due to location of the office)
Salary: Circa £65k + benefits
Hours: Full-time, Mon-Fri, hybrid (3 days office, 2 days home)
About the Role:
We are looking for an experienced Employee Benefits Adviser to join an Employee Benefits team, with a strong emphasis on proven external and practical experience. You will play a key role in delivering exceptional service to both new and existing clients, in line with our established Employee Benefits proposition and brand.
Employee Benefits Adviser Responsibilities:
Providing high quality advice to corporate clients.
Write and present high quality Client Proposition documents.
Provide regular reviews for existing clients in line with service level agreements.
Achieving agreed new business targets.
Maintain required CPD including IDD.The ideal Employee Benefits Adviser will have / be:
Confident across GPP, GIP, DIS, PMI, and auto enrolment, exposure to flexible benefit platforms would be a bonus.
Highly organised.
You will be comfortable speaking directly with clients, thrive in a fast-paced environment, and enjoy juggling multiple schemes and cases with ease.
Diploma in regulated Financial Planning or equivalent.
A positive, proactive, and people-focused attitude.
A desire to be an integral part of building our business