We are representing a fantastic financial advisory firm looking to hire a motivated and organised individual to join their growing employee benefits team in London.
The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
This is a hybrid working opportunity with fantastic scope to develop your career within a leading financial advisory firm.
You\’ll work closely with experienced consultants to help deliver high-quality advice on group pension and group risk arrangements, including life assurance, income protection, and private medical schemes.
Your responsibilities include:
Supporting the delivery of advice to clients on workplace pensions (e.g. Teachers\’ Pension Scheme) and group risk benefits
Communicating benefit options clearly to employees and employers
Helping prepare presentations, proposals, and client reports and being comfortable presenting to clients.
Supporting with new business and onboarding processes
What uur client is looking for:
You will have worked in a financial planning/ employee benefits consultancy
Knowledge of group pensions and group risk arrangements is essential
Strong communication skills – with confidence presenting to individuals and groups
Good organisation and attention to detail
Progressing towards a financial planning qualification (e.g. QCF Level 4)
Experience in a professional or financial services environment is an advantage
Good Microsoft Office skills (Excel, Word, PowerPoint)
This role offers a clear path to becoming a regulated consultant, with full training and support provided along the way.
Our client is driven by a deep understanding of people and businesses, using their multi-disciplinary expertise to help clients of all sizes achieve meaningful, lasting impact-locally, nationally, and globally.
If you are looking to grow your career within employee benefits consulting, we would love to hear from you
Contact Detail:
CBSbutler Holdings Limited trading as CBSbutler Recruiting Team