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We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Employee Benefits Advice team!

Our client has built themselves a brilliant reputation within industry, and pride themselves on providing tailored employee benefit & corporate advice to their clients across the UK.

If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!

What you'll be doing:
Providing advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
Working closely with the clients, provide advice across a wide range of cases such as Group Pension Schemes, Private Medical Insurance, Critical Illness etc.
Adhering to FCA requirements and Compliance Policies 
What you need to apply:
Level 4 Qualified as a minimum, Level 6 is desirable
5+ Years experience with knowledge in Group Risk, Pension & Healthcare Advice
Strong track record of developing and working with corporate clients across the UK 
What's in it for you?
A basic salary of up to £60,000 dependent on experience and qualifications
Bonus scheme
Remote working setup, with travel to clients within the North East
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Generous annual leave allowance 
 
What next?
Hit apply or contact Dan directly!
(email address removed)