Job Description
This role requires a full Level 4 regulated diploma (DipPFS, DipFA or equivalent) — applications without this qualification cannot be progressed.
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, not a generalist or trainee position.
The Opportunity
You will deliver regulated advice and ongoing service to new and existing corporate clients, working to FCA standards and contributing directly to the growth of an established Employee Benefits proposition. Full administrative support is provided so you can focus on advice and client relationships.
Principal responsibilities:
- Delivering regulated advice to corporate clients at a high technical standard
- Developing and presenting clear, compelling client propositions
- Achieving agreed new business objectives
- Conducting structured client reviews to agreed service standards
- Ensuring full compliance with regulatory and internal requirements
- Presenting complex employee benefits solutions to employers and employees with clarity
- Building relationships with clients, product providers and internal stakeholders
- Maintaining CPD and IDD requirements
Essential Requirements — please self-check before applying
- A full Level 4 regulated diploma (DipPFS, DipFA or equivalent) — mandatory, not desirable
- Minimum three years' experience delivering regulated financial advice
- Demonstrable technical knowledge across Group Personal Pensions, Group Income Protection, Group Life (DIS), Private Medical Insurance and Auto Enrolment
- Confidence engaging directly with corporate decision-makers
- Strong IT capability (Word, Excel)
Desirable:
- Experience with flexible benefits platforms
Please note: this is a regulated advice role for an experienced, qualified adviser. If you do not hold a full Level 4 diploma, or your background is in pensions administration, paraplanning, protection sales, or an unregulated capacity, this role will not be suitable and your application will not be progressed.
Package
- Basic salary £65,000 – £85,000 (dependent on experience and qualifications)
- Private Medical Cover
- Full administrative support
- Hybrid working
For a confidential discussion, please contact Accomplish Today.
