Employee Benefits Consultant

Successionwealth; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services consultancy in the United Kingdom seeks an experienced Employee Benefits Consultant to manage an existing client bank and build new client relationships. Ideal candidates will have at least 2 years of experience and be studying towards relevant CII qualifications. The role offers a competitive salary, uncapped bonuses, and comprehensive employee benefits including a generous pension scheme and support for professional development.

Benefits

25 days Annual leave plus bank holidays

Excellent pension scheme

Agile working arrangements

Enhanced maternity, paternity, and adoption pay

Health benefits including annual health screening

Company events

Qualifications

• Minimum of 2 years experience in Employee Benefits Adviser/Consultant role.
• Track record of winning new clients.
• Knowledgeable regarding the UK regulatory system relevant to Financial Services.

Responsibilities

• Manage an existing client bank and build a portfolio.
• Deliver compliant, tailored solutions to corporate clients.
• Collaborate with a dedicated administration team.

Skills

Client focused approach

Relationship building

Communication skills

Self-discipline

Team player

Education

Studying towards CII qualifications

Level 4 Diploma in Regulated Financial Planning

Job description

Employee Benefits Consultant

Field based with links to a local office

Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus

Succession was founded in 2009 with the vision of providing independent advice and an unrivalled level of expertise and personalised service to help clients achieve their goals.

Our specialist Employee Benefit Solutions division provides employee benefits advice, consultancy, and support to clients of all types and sizes, from workplace pensions and group risk to staff communications, supporting our clients in meeting both their regulatory and employee obligations and creating tailored employee benefits solutions.

The Opportunity…

This is an opportunity for an experienced Employee Benefits Consultant to join our highly regarded Corporate team. We will provide you with an existing client bank, however we are looking for an individual who enjoys building professional networks and is able to grow a strong and profitable portfolio of clients.

We appreciate the importance of a happy workforce, and our agile and flexible working policies support our colleagues in enjoying a great work / life balance, meaning that you can carry out your role whilst being linked to a local office and part of a close-knit team.

You will also have the support of our specialist dedicated administration team who are there to provide the support, resources and stable foundations for our Employee Benefit Consultants to deliver the desired client outcomes as well as working behind the scenes to continuously improve our offering and keep us ahead of our competitors.

You…

To join our team you will need to bring a highly professional, trustworthy and client focused approach, genuine enthusiasm for relationship building and an articulate and engaging communication style which can be flexed to bring value and understanding to every conversation.

You will also need to be:

• Studying towards the relevant CII qualifications and preferably the Level 4 Diploma in Regulated Financial Planning
• A minimum of 2 years experience within an Employee Benefits Adviser/Consultant role
• Experienced at delivering compliant, tailored solutions to a range of corporate clients
• A track record of winning new clients
• Self-disciplined and focused with the resilience, motivation and tenacity to respond to challenges in a positive way
• Motivated to understand and engage with Succession’s corporate objectives and cultural values
• An effective team player and leader and able to recognise the value of support teams in delivering great client outcomes
• Knowledgeable regarding the UK regulatory system, particularly those aspects relevant to Financial Services
• Committed to your own professional development and regularly undertaking CPD and keeping up to date with industry issues and developments

What You Can Expect From Us

Competitive basic salary, annual pay reviews and performance linked increases as well as:

• 25 days Annual leave increasing with service, plus bank holidays and additional days for Christmas closure
• Excellent company pension scheme with a generous employer contribution
• Agile and family friendly working arrangements to allow for a great work/life balance
• Company sick pay
• Enhanced maternity, paternity and adoption pay
• Up to 40% discount on Aviva Insurance & Investment products
• £450 towards the purchase of home office equipment
• Group Life Assurance Scheme: 8 x salary
• Access to our Benefit Hub; discounts on shopping, dining out, holidays and lots more
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening
• Charity Days
• Company Events

Support in achieving your career goals

• Sponsorship for relevant professional exams and study leave
• Access to funded apprenticeships in a range of topics, such as leadership & management
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams
• Clear career pathways and internal job opportunities
• Access to a range of free courses via our Learning Management system