Junior Employee Benefits Advisor - Bath, United Kingdom - CAPIO RECRUITMENT LIMITED
Description
Job Title:
Junior Employee Benefits Advisor / Corporate Financial Planner
Salary:
£35,000 - £40,000
Location:
Bath
A well-respected Financial Planning firm with a good reputation across in the market are looking for a new EB Consultant to come and join their growing advisory team and work with nourishing and developing existing clients within the firm.
They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefitsalong with some corporate financial planning.
They have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this.
They have grown consistently over the last few years and are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
The Role:
This role would suit someone who is technically minded and who has a natural ability to develop relationships, create introducers, and convert referrals to keep a constant stream of business enquiries coming in.
There is a variety of cases covering group pensions, group risk and group life and the firm will also provide a strong lead source.
This role would be ideal for someone who is confident in converting leads and identifying business opportunities to continueto develop their professional network.
There will be a focus around writing strong business levels and increasing the client following within the practice.There is an excellent bonus structure to accommodate consultants who are looking for a firm that really rewards strong performance and wantto maximise their own earnings.
There is also good admin support available for the incoming consultant along with a smooth compliance process from a firm that embrace the use of technology to make the advice process easier.
So if you are confident in your own ability but being limited by a lack of back office support or restricted by a limited bonus structure then this could be a great move for you.
The Required Skills:
- Level 4 Diploma Qualified as a minimum
- Previous pensions experience is essential
- Experience with group schemes and comfortable working with pensions and risk.
- Personable professional who is comfortable dealing with clients both written and verbally.
- Strong level of technical knowledge around pensions, investments and experience of utilising cashflow modelling reports.
More jobs from CAPIO RECRUITMENT LIMITED
-
Ifa Administrator
Barnstaple, United Kingdom - 6 days ago
-
Conveyancing Assistant
Liverpool, United Kingdom - 1 week ago
-
Ifa Administrator
Ashford, United Kingdom - 1 week ago
-
Senior Commercial Account Executive
Poole, United Kingdom - 1 week ago
-
Conveyancing Assistant
Medway City Estate, United Kingdom - 1 week ago
-
Trade Mark Attorney
London, United Kingdom - 3 days ago