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- Tasks: Support Consultants in managing corporate client portfolios and daily queries.
- Company: Join a top-ranked Independent Financial Advisory firm in Mayfair with a strong values-focused culture.
- Benefits: Enjoy remote work options, competitive salary, and opportunities for training and progression.
- Why this job: Gain valuable experience in a supportive environment with a clear path to becoming a client-facing Adviser.
- Qualifications: Previous Employee Benefits experience and good IT skills are essential.
- Other info: This role offers a chance to grow within a forward-thinking team.
The predicted salary is between 28000 - 32000 £ per year.
A well-established, Independent Financial Advisory firm in Mayfair has opened up a brand new position within the Corporate Benefits team for someone with Employee Benefits experience to provide support to the Consultants. This company is ranked in the Top 100 Financial Advisers for 2024 alongside winning multiple other industry-recognised awards. The team prides itself on a strong values-focused work culture that encourages training and progression. They are technologically forward-thinking, and have a strong history of promoting within. This role sits within the Corporate team and will be to support the Consultants and involves dealing with products across Group Risk, Healthcare, Pension and Platforms. A route to becoming a client-facing Employee Benefits Adviser is available in this position, guided with help and training from the Head of the division.
Role Responsibilities:
- Administering a portfolio of corporate clients to support client retention
- Assist with day to day client queries
- Diary management
- Manage renewal process for clients
- Updating scheme memberships
- Process client documents
- Use of internal CRM systems
- Adhere to data protection & FCA regulations
What’s needed to be considered?
- Previous experience in an Employee Benefits firm, ideally in an Admin or support capacity
- Good knowledge of Employee Benefits products
- Proven experience in providing quality support & building credible client relationships
- Experience using IT Systems and Software including platform/provider websites and portals
What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Contact Detail:
Heat Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefits Associate
✨Tip Number 1
Familiarise yourself with the latest trends in Employee Benefits. Understanding current products and services in Group Risk, Healthcare, and Pensions will not only boost your confidence but also impress the hiring team at StudySmarter.
✨Tip Number 2
Network with professionals in the Employee Benefits sector. Attend industry events or join relevant online forums to connect with others in the field. This can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your CRM skills. Since the role involves using internal systems, being proficient in CRM software will demonstrate your readiness to hit the ground running and support the Consultants effectively.
✨Tip Number 4
Prepare to discuss your experience in client relationship management. Be ready to share specific examples of how you've successfully supported clients in the past, as this will highlight your suitability for the role.
We think you need these skills to ace Employee Benefits Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience in Employee Benefits, especially in an admin or support role. Use specific examples that demonstrate your knowledge of Employee Benefits products and your ability to build client relationships.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention how your skills align with the responsibilities listed in the job description, such as managing client queries and using CRM systems.
Highlight Relevant Skills: In your application, emphasise your IT skills and experience with software relevant to the financial services industry. This could include familiarity with platform/provider websites and portals, which is crucial for the role.
Showcase Your Values: Since the company values a strong work culture, make sure to convey your alignment with their values in your application. Discuss your commitment to training, progression, and adherence to data protection and FCA regulations.
How to prepare for a job interview at Heat Recruitment Ltd
✨Showcase Your Employee Benefits Knowledge
Make sure to brush up on your knowledge of Employee Benefits products. Be prepared to discuss specific products like Group Risk, Healthcare, and Pensions, as well as how they can benefit clients.
✨Demonstrate Your Client Relationship Skills
Since the role involves building credible client relationships, think of examples from your past experience where you successfully managed client queries or supported client retention. This will show your potential employer that you can handle their clients effectively.
✨Familiarise Yourself with CRM Systems
As the position requires the use of internal CRM systems, it’s a good idea to familiarise yourself with common CRM software. If you have experience with specific platforms, be ready to discuss how you used them to improve efficiency in your previous roles.
✨Emphasise Your Adaptability and Team Spirit
The company values a strong work culture and promotes training and progression. Highlight your ability to adapt to new challenges and your willingness to learn, as well as any experiences where you contributed positively to a team environment.
