Employee Benefits Consultant

  • Shortlist
Location CAERPHILLY , Glamorgan
Sector Financial Services
Salary £40,000 - £45,000 Per Annum
Type Permanent
Consultant Alex Russon
Ref 52572

My client is an award winning, well-respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing a vast range of products and services in order to find a tailored solution for each case.

They have multiple offices and are a very well-established business that are expanding quickly, and they pride themselves on their professionalism and the quality of the service that they provide.


The Opportunity:

The role would involve advising across a range of products including Group Risk products, Group pensions, Group Life Assurance, Group Income Protection and Group Critical Illness. The role will include direct contact with clients to resolve queries, support relationship development and to ensure the timely delivery of services.

You will manage a book of existing business with an aim of trying to grow and develop this with new business/referrals/etc.


What’s needed for me to be considered?

  • Previous experience in an advising role
  • A proven background in excellent account management as well as new business generation
  • Knowledge of Group Pensions and Group Risk is essential


What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.