Employee Benefits Advisor

  • Location

    City of London

  • Sector:

    Employee Benefits

  • Job type:

    Permanent

  • Salary:

    £50000 - £65000 per annum + plus Bonus plus Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3748_1653492697

  • Published:

    about 1 month ago

  • Expiry date:

    2022-06-24

  • Consultant:

    ConsultantDrop

Employee Benefits Advisor - London - Clients Provided - Salary around £55-60K plus Benefits and Bonus (negotiable)

MBF are currently working with a well established firm of Financial Advisors who specialise in providing Financial Advice to HNW private clients and businesses. They have close links to a top Accountancy practice and share a well established client base.

They are currently searching for an experienced Employee Benefits Advisor to service and develop an existing book of clients, mostly made up of SME's and non-profit organisations.

The role:

  • To manage a portfolio of clients, providing suitable financial advice on a range of client needs including recommending appropriate action.
  • To identify and develop opportunities to provide financial services to clients of the other teams (Accountancy and Financial Planning), contacts of the firm and your own network.
  • To work closely with individuals in the EB team on a day to day basis to ensure that client needs are met and staff members can meet their potential.

Requirements:

  • Level 4 Diploma Qualified as a minimum
  • Previous experience providing Financial Advice to SME's.
  • Experience Advising of Group Pensions, Group Risk & Healthcare or Both
  • History of strong business figures and proven business development skills

On offer:

  • Generous basis salary of around £55-60K (negotiable for more experienced candidates)
  • Great benefits package including; 5% Pension, DIS, Private Medical Insurance and a range of flexible benefits
  • 25 days holiday plus Buy/ Sell holiday
  • Flexible working - hybrid model (3/2)
  • Career support & Progression