Pensions & Benefits Consultant - Guildford, United Kingdom - Harding Financial

Harding Financial

Verified Company

Guildford, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

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
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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 crosssell 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 uptodate 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.

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Qualifications Required:_

Ideally degree qualified.

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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.

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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