Financial Advisor
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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