Employee Benefits consultant, Salary up to £60,000 West Yorkshire based (Commutable from Manchester) Hybrid Working model, home OR Office Client Bank provided 5% Pension Death in service 25 Days annual leave + an extra day for your Birthday Yulife Employee Benefit Package Our client is a highly professional and reputable Independent Firm of Financial Planners who have built an excellent reputation for Providing bespoke Advice to their forever growing Client bank consisting of ultra-high net worth Clients.
To competently provide advice to clients on Group Risk products (group life, group income protection and group critical illness) and Private Medical Insurance and similar products (such as cash plans and dental schemes), as set out within the Financial Conduct Authority's (FCA) rules and the procedures within the business.
Duties and Requirements Manage relationships and provide ongoing advice to existing corporate clients, as required Identify and contact potential new corporate clients.
Gather sufficient information and identify client needs Analyse information gathered and undertake sufficient research to make suitable recommendations, working alongside the corporate services admin as required Complete all supporting documentation in an accurate manner and in line with the compliance procedures of EFS Ensure that the level of service, as agreed with each client, is delivered in a timely manner Liaise with professional connections with regard to existing clients, as required and liaise with existing and potential new connections in order to develop new client opportunities Attain and maintain competent status as defined by the FCA and EFS Maintain performance standards in accordance with those outlined in the Key Performance Indicators section of the EFS Training & Competence scheme Via self-assessment and feedback, identify Continuing Professional Development (CPD) needs to maintain and enhance Competent status and undertake appropriate activity to meet those needs Any other ad hoc duties reasonable and appropriate to the position Medlock Partners are a professional services recruitment specialist operating across the Northwest of England.
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