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Employee Benefits Consultant

Stevenage

£40000 - £45000 per annum + Car Allowance

Permanent

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This market leading employee benefits consulting practice is looking to recruit a driven and ambitious Consultant to join their team in Stevenage. You will be responsible for servicing incoming leads and obtaining new clients in order to achieve and exceed agreed targets and budgets and to assist the business to achieve the business objectives of the division. The role is an advisory role from a regulatory perspective. Key ObjectivesTo seek new business opportunities from a variety of means including referrals from existing clients, forging professional partnerships with introducers, cross selling initiatives with company colleagues and own initiativesMaintain accurate records in accordance with company proceduresEffectively liaise and build relationships with both internal and external clients in order to maximise business opportunities in accordance with the firm's objectivesTo maintain Competent Consultant/CF30 statusEnsure that all activities undertaken are done so in compliance with company proceduresUndertake appropriate CPD as agreed during performance reviews to maintain and enhance technical knowledge and skillsTo attain agreed targets Duties and TasksUndertake those duties designated by managementTo obtain remuneration through fees/commission by the provision of services and advice to both new and existing clientsTo meet regularly with colleagues in order to obtain support from other areas of the company to assist in the achievement of business objectivesTo pro-actively maintain relationships with a portfolio of existing clients and provide them with the required levels of serviceMaintain and develop knowledge of all products, providers and legislation relating to those areas within the scope of authority to adviseDeal with client enquiries within the time-scales laid down in the company's service standardsDevelop client relationships and identify where scheme/client profitability can be improved ExperienceExperience in an IFA / EB sales environmentExcellent communication, presentation and negotiation skillsCurrently registered as an approved person by the FSAAn in depth knowledge of the UK corporate / EB marketServices and employee benefits market and its regulationExperience in establishing long term effective relationships with both internal and external customersFinancial Planning Certificate (or equivalent) The role offers a basic up to £45,000 plus excellent benefits. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Posted 55 days ago

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