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For Companies At a Glance
- Tasks: Engage with clients, provide exceptional service, and develop strong relationships in a virtual setting.
- Company: Join an award-winning financial services firm known for its supportive environment and growth opportunities.
- Benefits: Enjoy a competitive salary, bonuses, and flexible remote work options with occasional travel.
- Why this job: Perfect for those seeking to kickstart their consultancy career while making a real impact.
- Qualifications: Strong pensions knowledge, excellent communication skills, and ideally diploma qualified or working towards it.
- Other info: Opportunity for long-term development within a growing business with a supportive team.
The predicted salary is between 36000 - 54000 £ per year.
An established and multi award winning financial services firm is looking to recruit an Associate Employee Benefits Consultant to join their growing team. This is an advisory position that would suit an individual looking to take their first step into a client facing role.
Upon joining you will be provided with a large, established book of clients. The majority of which are focused on pensions, with a smaller number related to group risk and healthcare.
The client is looking to recruit an individual with strong pensions experience/knowledge, someone who is comfortable working with clients and providing an exceptional level of service.
The successful candidate will be home-based, with occasional travel to meet clients in person and quarterly in-person meetings with the wider team. Day-to-day client interaction will primarily be delivered virtually, with flexibility to meet in-office as needed.
Key Responsibilities:
- Develop and maintain strong relationships with new and existing clients
- Have the skill knowledge and experience to develop and maintain strong relationships with new and existing introducers
- Ensure all clients receive the highest quality of customer service on an ongoing basis
- Conduct virtual meetings with clients and occasionally attend in-person meetings at clients offices
- Identify and maximise new sales opportunities; take the appropriate steps to secure the business
- Attend in-person team meetings in the Bath office once a quarter.
Candidate Profile:
- Background in pensions/employee benefits
- Ideal for an experienced paraplanner or associate looking to progress into full consultancy
- Strong communication skills with a proactive and professional approach
- Diploma qualified or working towards relevant financial planning qualifications
- Comfortable working remotely with the ability to travel when required
This is a strong opportunity for someone seeking long-term development within a growing business. backed by an experienced team and a well-structured support environment.
The client is offering a competitive basic salary to £45,000 plus bonuses and excellent company benefits.
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Associate Employee Benefits Consultant - Home Based employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Employee Benefits Consultant - Home Based
✨Tip Number 1
Familiarise yourself with the latest trends and regulations in pensions and employee benefits. This knowledge will not only boost your confidence but also demonstrate your commitment to the field during interviews.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who specialise in pensions. Attend webinars or local events to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare for virtual client interactions by practising your communication skills. Role-play scenarios with friends or colleagues to ensure you can convey complex information clearly and professionally.
✨Tip Number 4
Research StudySmarter and our values to align your personal goals with our mission. Being able to articulate why you want to work with us specifically can set you apart from other candidates.
We think you need these skills to ace Associate Employee Benefits Consultant - Home Based
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities and requirements of the Associate Employee Benefits Consultant position. Familiarise yourself with the key aspects of pensions and employee benefits, as well as the importance of client relationships.
Tailor Your CV: Customise your CV to highlight relevant experience in pensions and employee benefits. Emphasise any client-facing roles you've had and showcase your communication skills. Make sure to include any qualifications or training related to financial planning.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Discuss why you are interested in this position and how your background makes you a suitable candidate. Mention your commitment to providing exceptional customer service and your ability to work remotely.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application demonstrates professionalism and attention to detail, which are crucial in a client-facing role.
How to prepare for a job interview at mbf
✨Showcase Your Pensions Knowledge
Make sure to brush up on your pensions knowledge before the interview. Be prepared to discuss specific pension schemes and regulations, as this will demonstrate your expertise and readiness for the role.
✨Emphasise Client Relationship Skills
Since this role involves client interaction, highlight any previous experience you have in building and maintaining client relationships. Share examples of how you've provided exceptional service in the past.
✨Prepare for Virtual Meeting Scenarios
As most client interactions will be virtual, practice how you would conduct a virtual meeting. Think about how to engage clients effectively online and be ready to discuss tools or techniques you would use.
✨Demonstrate Flexibility and Team Spirit
The role requires occasional travel and quarterly team meetings. Show your willingness to adapt and collaborate with the team, even when working remotely. Mention any experiences that highlight your flexibility and teamwork.
