Corporate Benefits Consultant

Our well known client is on the look out for an individual with workforce pension experience to manage a portfolio of business owners, companies, and employers.

Salary up to: £50,000
Officed based in: Taunton, Yeovil, Weston-super-Mare or Bristol.
 

• Providing excellent client service and building relationships with drive and initiative.
• Develop new business from the core practice and other professional connections.
• Conduct in-depth reviews of client’s financial circumstances, current provision, and future aims.
• Works to time and budget requirements.
• Continually driving improvements in quality of advice and client files, meeting business standards.
• Maintaining uptodate knowledge of financial products, legislation and CPD records.
• Full understanding of Workplace Pensions, Auto enrolment, Group DIS