Job Description
Please note this is NOT a HR based role and previous experience working in wealth management or financial planning is essential.
Employee Benefits Consultant
Halifax
£40,000 - £60,000 Plus Bonus
Are you looking to build a long-term career within financial services, with clear progression into a client-facing advisory role? This is an exciting opportunity to join a growing and well-established Independent Financial Planning firm as an Employee Benefits Consultant.
This role offers a structured career path, with proven support and development to becoming a fully-fledged consultant, managing and growing your own portfolio of corporate clients predominantly based across Yorkshire.
What’s in it for you?
* Competitive salary (dependent on experience)
* Generous holiday allowance
* First-class training and personalised development plan
* Regular salary reviews
* Free onsite parking
* Company pension scheme
The Role
You’ll play a key part in supporting the Employee Benefits team while developing your knowledge and skills within a specialist area of financial services. Your responsibilities will evolve as you progress, with full support and training provided.
Key Responsibilities
* Processing new business applications accurately and efficiently
* Assisting with the preparation of pre- and post-meeting documentation
* Attending and supporting client meetings
* Conducting product research to support suitability reports
* Building and maintaining strong client relationships
About You
* A genuine interest in developing a career in Employee Benefits or financial services
* Previous experience within financial services is essential
* Knowledge of Group PMI, Group Risk, or corporate schemes is beneficial
* Excellent attention to detail
* Strong communication and interpersonal skills
* A proactive attitude with a willingness to learn and develop
* Level 4 Diploma in Financial Advice will be required within 12 months of starting the role
Why Apply?
This is a fantastic opportunity to join a supportive and forward-thinking business where your development is genuinely prioritised. You’ll gain hands-on experience, industry knowledge, and the opportunity to progress into a senior advisory role within a specialist and rewarding sector.
If you’re ambitious, driven, and ready to take the first step in your Employee Benefits career, we’d love to hear from you.
Apply today via NJR Recruitment or call quoting the reference NJR16571
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.