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Financial Advisor

Employer
REED
Location
Bristol, South West England, United Kingdom
Salary
Competitive Salary
Closing date
Jan 17, 2022

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Level of qualification
Qualified, CIMA
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Corporate Benefits Consultant | Homebased | £45k-£65k | 30% of all income above target (3.25x Salary)

Main Purpose of role:

Advise business clients on workplace pensions. Additional areas of advice would include insurance, employee benefits and other products. The role will provide advice on selecting and implementing employee benefits with a focus on governance, stakeholder communication and employee guidance.



Responsibilities:


• Achieve set business targets through campaigns.


• Demonstrate the highest professional standards in all dealings with prospective clients.


• Develop business relationships quickly and remotely with a robust contact and engagement strategy with all stakeholders including providers and prospective clients.


• Work closely with others in the team and the wider distribution division to co-ordinate efforts and share ideas.


• Undertake projects, organise events and take responsibility for communicating with to stakeholders including clients as and when required, to support the needs of the business or to achieve departmental objectives.


• Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.

Experience Required:


• Minimum 2 years' experience of working within a relevant FCA regulated business.

Essential Qualifications:


• Good standard of education


• Maths and English GCSE, grade 5 or above, or equivalent.


• Level 4 qualified e.g., CII or PMI

Corporate Benefits Consultant | Homebased | £45k-£65k | 30% of all income above target (3.25x Salary)

Main Purpose of role:

Advise business clients on workplace pensions. Additional areas of advice would include insurance, employee benefits and other products. The role will provide advice on selecting and implementing employee benefits with a focus on governance, stakeholder communication and employee guidance.



Responsibilities:


• Achieve set business targets through campaigns.


• Demonstrate the highest professional standards in all dealings with prospective clients.


• Develop business relationships quickly and remotely with a robust contact and engagement strategy with all stakeholders including providers and prospective clients.


• Work closely with others in the team and the wider distribution division to co-ordinate efforts and share ideas.


• Undertake projects, organise events and take responsibility for communicating with to stakeholders including clients as and when required, to support the needs of the business or to achieve departmental objectives.


• Perform ad hoc tasks as and when required, always bearing in mind TCF and the needs of the business.

Experience Required:


• Minimum 2 years' experience of working within a relevant FCA regulated business.

Essential Qualifications:


• Good standard of education


• Maths and English GCSE, grade 5 or above, or equivalent.


• Level 4 qualified e.g., CII or PMI

Contact Me : Josh Grey | |

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