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Employee Benefits Consultant

  • Salary: £50000 - £60000 per annum + Benefits package + free parking
  • Location: Leeds, West Yorkshire
  • Sector: Employee Benefits
  • Job type: Permanent
  • Date posted:
    14 Aug 2018
  • Job reference: 29864

My client are an award-winning practice who are partnered with an insurance business in the suburbs of Leeds who are currently in the market for a Employee Benefits Consultant focusing on new business. This role has the option to be home/field based however, they are looking for an individual to be based within the region.


The purpose of the role is to generate new business from leads provided by the companies referral system as well as self-generated, service and retain existing clients and provide first-class corporate advice, through effective and competent activities within ethical, legal and compliance guidelines.

  • The primary aim of this role is to develop the corporate client base - growing the number of profitable clients and ensuring their retention into the future
  • Identifying and establishing contact with existing and potential clients
  • Gathering/analysing the information needed to provide financial advice
  • Reviewing clients' circumstances and take appropriate action
  • Making appropriate recommendations in line with regulatory guidance
  • In conjunction with the T&C Supervisor, attain and maintain Competent Adviser status
  • Maintain performance standards in line with those detailed within the training and competence plan
  • In conjunction with the T&C Supervisor, identify CPD needs to maintain and develop Competent Adviser status and take the appropriate action to satisfy those needs which will include attendance at and participation in all developmental events and activities as required by the company
  • Meet on an ongoing basis all FCA fit and proper requirements for Approved Person status
  • At all times ensure statement of professional standing is current

In reward the business will offer a salary of between £50,000 to £60,000 dependent on experience as well as a corporate employee benefits package. Free parking is on site with local amenities nearby as well. You will also have the pleasure of working within a friendly, dynamic team who care for success and progression within their employees and peers and provide full support for examinations.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. 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.

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