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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 reputable firm with a path to becoming a client-facing Adviser.
- Qualifications: Previous Employee Benefits experience and good knowledge of related products are essential.
- Other info: Work in a tech-savvy environment that promotes internal growth and development.
The predicted salary is between 28000 - 32000 £ per year.
Location: Mayfair, London (2 days a week working from home)
Salary: £35,000 - £40,000
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
Whats 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.
Employee Benefits Associate employer: Heat Recruitment
Contact Detail:
Heat Recruitment 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 market offerings and innovations can help you stand out during discussions with our team, showcasing your proactive approach and genuine interest in the field.
✨Tip Number 2
Network with professionals in the Employee Benefits sector. Attend industry events or join relevant online forums to connect with others. This can provide valuable insights and potentially lead to referrals that may enhance your application.
✨Tip Number 3
Prepare to discuss your experience with CRM systems and IT software. Since this role involves using internal systems, being able to articulate your proficiency and any specific tools you've used will demonstrate your readiness for the position.
✨Tip Number 4
Showcase your client relationship skills. Be ready to share examples of how you've successfully supported clients in previous roles, as this will highlight your ability to build credibility and trust, which is essential for this position.
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, particularly in an admin or support role. Use specific examples to 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 administering a portfolio of corporate clients and managing client queries.
Highlight Relevant Skills: In your application, emphasise your experience with IT systems and software, especially any familiarity with CRM systems. This is crucial as the role involves using internal systems to manage client documents and data.
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 how you can contribute positively to their team environment.
How to prepare for a job interview at Heat Recruitment
✨Know Your Employee Benefits
Make sure you have a solid understanding of various Employee Benefits products, such as Group Risk and Healthcare. Being able to discuss these topics confidently will show your expertise and readiness for the role.
✨Demonstrate Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in previous roles. This will highlight your ability to support consultants and manage client queries effectively.
✨Familiarise Yourself with CRM Systems
Since the role involves using internal CRM systems, it’s beneficial to brush up on your knowledge of these tools. If you have experience with specific platforms, be ready to discuss how you used them to enhance client service.
✨Show Enthusiasm for Training and Progression
The company values training and progression, so express your eagerness to learn and grow within the role. Share any relevant experiences where you took initiative in your professional development.
