Group Risk & Healthcare Adviser

  • Location

    Weybridge, Surrey

  • Sector:

    Employee Benefits

  • Job type:


  • Salary:

    £38000 - £45000 per annum

  • Contact:

    Ben Everingham

  • Contact email:

  • Job ref:


  • Published:

    almost 2 years ago

  • Expiry date:


MB Fitzgerald are working with a leading firm of financial advisers who are looking for ambitions Group Risk & Healthcare advisers to join a growing part of their business.

This award winning firm are already well established within the market and have seen a real increase in business over the last 12 months.

Key Responsibilities

  • Overall responsibility for a block of Group Risk schemes for a range of corporate clients, which will include:
    • Fact Find/initial advice calls
    • The preparation of quote specifications, review of quotations, negotiation with insurers and preparation of review/renewal reports.
    • Sign off Executives Advice reports where required
    • Face to Face and telephone advice meetings with clients
  • Answering and dealing with inbound calls from clients, employees and benefit providers.
  • Management of the new business process for leads
    • Any required initial calls with the new lead
    • Liaising with the partner and any insurers
    • Completion or sign off of Insight Report
    • Attending any kick off meetings or presentations as required
  • Ad Hoc project work which may include
    • Assisting Head of Group Risk & Wellbeing with Board reports
    • Any necessary catch up projects (e.g. for submissions or fees)
    • Drafting of technical articles and reports for compliance sign off
  • Assist during absence of Head of Group Risk & Wellbeing
  • Assist Head of GR&W with implementation of processes for team
  • Ensure familiarity with, and stay abreast of, developments within the industry, including changes in products and legislation.
  • Assist with training of new team members

Essential Skills

  • Previous experience working within an Insurer, Employee Benefit Consultancy or Financial Advisory environment as a Group Risk Adviser.
  • CII GR1 and IF1 qualified or equivalent.
  • Excellent understanding of Group Risk products and the market.
  • Proven track record of building rapport and strong relationships with clients, staff and Advisers.
  • Excellent verbal and written communication skills with an excellent telephone manner.
  • Excellent organisation and prioritisation skills, with the ability to handle multiple tasks, work to tight deadlines and stay focused under pressure
  • Team player but must be able to work independently and collaboratively with different teams.