Client Liaison Adviser

Benefact group; Eastleigh; Hybrid; GBP 40,000 - GBP 60,000; Full time

Job summary

A charitable financial services group in Eastleigh is seeking a Client Liaison Adviser to join their Business Choice Direct team. The role involves building relationships with clients, maintaining accurate records, and supporting business development efforts. Ideal candidates will have excellent communication skills, a knack for relationship management, and be organized. The company values an inclusive environment and offers career development opportunities, alongside a competitive salary and benefits package, including generous annual leave and a bonus scheme.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Study support

Paid volunteering time

Qualifications

• Excellent interpersonal skills with ability to communicate well verbally and in the written word.
• Confident in building rapport over the telephone to enhance client experience.
• Organised and resourceful within a deadline-driven environment.
• Experience in a regulated and client-focused setting.

Responsibilities

• Proactively contact prospects via phone, email, and socials to build relationships.
• Maintain accurate records in the CRM system.
• Develop a high level of product competency.
• Assist with business development admin tasks including data preparation.

Skills

Interpersonal skills

Communication skills

Organizational skills

CRM literacy

Job description

Salary: Starting from £25,000.00 (depending on experience), plus bonus potential

Working hours: 37.5 hours per week

Duration: Permanent

Location: Eastleigh

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Client Liaison Adviser to join our Business Choice Direct (BCD) team in their Eastleigh office.

The ideal candidate will support the Business Development & Partnerships Manager with business development activities, focusing on contacting target industries/clients to gather renewal dates and build, qualify and covert pipeline into saleable leads.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.

What you'll be doing

• Proactively contact prospects via phone, email and socials to build relationships, gather renewal dates, and record accurate information.
• Maintain accurate and up-to-date records of all outreach, renewal dates, and partner activity in the CRM system.
• Build strong relationships with prospects and partners to ensure high levels of trust and engagement.
• Develop a high level of competency in the products that BCD offers to its clients, and the rules that govern them laid down by the regulator.
• Assist with day-to-day business development admin tasks, including data cleansing, preparing documents, and reporting.

What you'll need to have

• Excellent interpersonal skills with ability to communicate well verbally and in the written word, listening, relationship management and communication skills.
• Confident and capable of building rapport over the telephone to provide an excellent client experience.
• Organised, resourceful, deadline driven and supportive of the wider team.
• Ability to work in a regulated, compliant and client focused environment.
• IT literate and confident using a CRM.

What makes you stand out

• Previous relevant experience within similar role.
• Previous experience in the Insurance Industry or similar, preferred but not required.

What we offer

• 28 days annual leave plus bank holidays.
• Your birthday off.
• Group Personal Pension.
• Bonus scheme.
• A holiday buy scheme.
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance.
• Enhanced sick pay and parental leave.
• Support and funding toward study and professional qualifications.
• Paid time off for volunteering.

Hear from the hiring manager

“We support clients through the life cycle of their policy by building strong relationships, resolving queries, and working with colleagues to deliver excellent service.”

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26