Are you an established Pensions and Benefits Consultant with experience providing corporate advice to SME clients, looking for a new opportunity with an established Wealth Management firm?
I'm partnered with an ambitious and growth orientated Employee Benefits division looking to recruit in the South for a home-based opportunity
If successful, you will be responsible for retaining (80%) and growing (20%) a portfolio of SME across Pensions, Group Risk, Health-care and Flexible Benefits, in addition to working closely with both colleagues and external network to increase portfolio revenue. This is a great opportunity for someone who is looking to own the whole advice process and shape the future of your role
Its imperative you're a strong communicator who places value on creating long term relationships, forward thinking with an entrepreneurial mindset and have a proven track record working for an intermediary. Ideally you will be Diploma qualified.