Job Description Employee Benefits Adviser β DipPFS/DipFA Qualified (Level 4) ~ Hybrid ~Β£This is a corporate Employee Benefits advice role not wealth management, not pensions administration, paraplanning, or protection sales. Accomplish Today is exclusively retained by a well-established and highly regarded financial services firm to appoint an experienced, diploma-qualified Employee Benefits Adviser. This is a technical, client-facing role advising corporate clients on workplace pensions, group risk, and broader employee benefits β not a generalist advice role, and not suitable for advisers whose background is in personal wealth management, retirement planning for individuals, or HNW client advice. Developing and presenting clear, compelling client propositions covering Group Personal Pensions, Group Risk, and broader EB provision Ensuring full compliance with regulatory and internal requirements Building relationships with clients, product providers and internal stakeholders Minimum three years' experience delivering regulated financial advice specifically within Employee Benefits or corporate benefits β general IFA, wealth management, or retail investment advice experience alone does not meet this requirement Demonstrable technical knowledge across Group Personal Pensions, Group Income Protection, Group Life (DIS), Private Medical Insurance, and Auto Enrolment Strong IT capability (Word, Excel) Experience with flexible benefits platforms Wealth management or personal/HNW investment advice Pensions administration Private Medical Cover Hybrid working
Locations
Employee Benefits Consultant (Pensions) in Lincoln, Lincolnshire employer: Accomplish Today
Accomplish Today is an exceptional employer, offering a dynamic and supportive work environment in Beverley, where employee benefits advisers can thrive. With a strong emphasis on professional development, competitive salaries, and generous bonuses, the firm fosters a culture of excellence and integrity, ensuring that employees are well-equipped to deliver top-notch service to corporate clients. The hybrid working model and full administrative support further enhance the work-life balance, making it an attractive opportunity for those seeking meaningful and rewarding employment.