We are thrilled to have partnered with an award-winning independent financial advice firm that is actively looking to expand their Employee Benefits Advice team!
Our client has built a brilliant reputation within the industry and prides themselves on providing tailored employee benefit & corporate advice to their clients across the UK.
If you are a detail-oriented professional with a passion for financial planning and client service, we'd love to hear from you!
What you'll be doing:
Providing advice to a book of existing clients based across the area via phone calls, online meetings, and in-person meetings.
Working closely with clients to provide advice across a wide range of cases such as Group Pension Schemes, Private Medical Insurance, Critical Illness, etc.
Adhering to FCA requirements and Compliance Policies.
What you need to apply:
Level 4 Qualified as a minimum; Level 6 is desirable.
5+ years experience with knowledge in Group Risk, Pension & Healthcare Advice.
Strong track record of developing and working with corporate clients across the UK.
What's in it for you?
A basic salary of up to £60,000 dependent on experience and qualifications.
Bonus scheme.
Remote working setup, with travel to clients within the North East.
Social opportunities throughout the year.
Exam funding and support.
Progression opportunities into different areas of the business, depending on which way you see your career heading!