Back to search
Our client is an award-winning, market-leading IFA firm with offices in Surrey. The business has partnered with Vision-FS Recruitment to find an experienced Pensions & Benefits Consultant to join its rapidly expanding team based in Guildford. The firm specialises in giving whole of market financial advice on investments, pensions, protection, inheritance tax planning and employee benefits. The Pensions & Benefits Consultant role is a hybrid position offering home working.
Reporting to the Managing Director, the Pensions & Benefits Consultant's key job duties will include:
- 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 cross-sell 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.
- Delivering employee education programmes to include one to one employee meetings and group presentations.
The successful candidate for the Pensions & Benefits Consultant vacancy will receive:
- A salary of up to £47,000 (depending on experience)
- Lucrative uncapped bonus scheme
- Hybrid working
- Pension
- Healthcare
- DIS
- Study support
- Free parking
Suitable candidates interested in the Pensions & Benefits Consultant vacancy will have the following criteria:
- Employee Benefits background
- Strong experience in pensions and auto enrolment
- Track record of new business lead generation and conversion
- Proven presentation skills
Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.
