AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.
We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.
Employee Benefits Specialist
The Employee Benefits Specialist will primarily assist advisers and clients by providing efficient and effective research on automatic enrolment and group risk schemes.
As our Employee Benefits Specialist, you will be responsible for:
1. Articulating our services within a fee agreement and present to advisers within a suitable time frame
2. Evaluating existing pension arrangements and determine ongoing automatic enrolment compliance
3. Supporting advisers and clients with any scheme rectification work required
4. Arranging conference calls with scheme and payroll providers and clients if deemed necessary
5. Ensuring Group Risk cover remains suitable through Whole of Market and Renewal research
6. Completing and issuing FPR's to advisers within a suitable timeframe
7. Provide technical support and guidance to advisers when making the recommendation
8. Routinely and consistently follow compa...