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- Tasks: Support clients with workplace pensions and group risk benefits while preparing presentations and reports.
- Company: Join a leading financial advisory firm dedicated to making a meaningful impact for clients worldwide.
- Benefits: Enjoy hybrid working, career development opportunities, and full training towards becoming a regulated consultant.
- Why this job: Gain hands-on experience in a supportive environment with experienced consultants and a clear career path.
- Qualifications: Experience in financial planning or employee benefits consultancy; strong communication and organisation skills required.
- Other info: Ideal for those progressing towards a financial planning qualification; Microsoft Office skills are a plus.
The predicted salary is between 36000 - 60000 £ per year.
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.
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.
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Associate Consultant employer: CBSbutler Ltd.
Contact Detail:
CBSbutler Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Consultant
✨Tip Number 1
Familiarise yourself with the latest trends in employee benefits and group pensions. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in financial advisory or employee benefits. Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Practice your presentation skills by explaining complex financial concepts to friends or family. Being able to communicate clearly and confidently is crucial for this role, so the more you practice, the better you'll perform.
✨Tip Number 4
Research the specific financial advisory firm you're applying to. Understanding their values, services, and client base will allow you to tailor your approach and show how you can contribute to their success.
We think you need these skills to ace Associate Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or employee benefits consultancy. Emphasise any knowledge of group pensions and risk arrangements, as well as your communication skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the financial advisory sector. Mention specific experiences that demonstrate your organisational skills and attention to detail.
Highlight Relevant Qualifications: If you are progressing towards a financial planning qualification, mention this prominently. Include any relevant certifications or training that align with the job requirements.
Prepare for Interviews: Be ready to discuss your previous experience in a professional or financial services environment. Prepare examples of how you've communicated complex information clearly and effectively to clients or colleagues.
How to prepare for a job interview at CBSbutler Ltd.
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of group pensions and group risk arrangements. Be prepared to discuss specific examples from your previous experience that demonstrate your understanding of these concepts.
✨Practice Your Presentation Skills
Since the role involves presenting to clients, practice delivering clear and concise presentations. You might want to prepare a mock presentation on a relevant topic to showcase your communication skills during the interview.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage your time and tasks effectively. Share examples of how you've organised projects or reports in the past, as this will highlight your attention to detail and ability to handle multiple responsibilities.
✨Express Your Career Aspirations
Let them know about your ambition to progress towards a financial planning qualification. Discuss how this role aligns with your career goals and how you plan to take advantage of the training and support offered.
