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- Tasks: Help clients with tailored employee benefits solutions and build strong professional networks.
- Company: Join Succession Wealth, a leader in independent financial advice since 2009.
- Benefits: Enjoy competitive salary, flexible working, generous leave, and health perks.
- Why this job: Be part of a supportive team that values work-life balance and personal growth.
- Qualifications: Level 4 qualified with 4+ years in Employee Benefits Advisory; client-focused and resilient.
- Other info: Access to funded apprenticeships and clear career pathways for your professional development.
The predicted salary is between 36000 - 60000 £ per year.
Field based with links to a local office. Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus. Succession was founded in 2009 with the vision of providing independent advice and an unrivalled level of expertise and personalised service to help clients achieve their goals.
Our specialist Employee Benefit Solutions division provides employee benefits advice, consultancy, and support to clients of all types and sizes, from workplace pensions and group risk to staff communications, supporting our clients in meeting both their regulatory and employee obligations and creating tailored employee benefits solutions.
This is an opportunity for an experienced Employee Benefits Consultant to join our highly regarded Corporate team. We will provide you with an existing client bank, however we are looking for an individual who enjoys building professional networks and is able to grow a strong and profitable portfolio of clients.
We appreciate the importance of a happy workforce, and our agile and flexible working policies support our colleagues in enjoying a great work / life balance, meaning that you can carry out your role whilst being linked to a local office and part of a close-knit team.
You will also have the support of our specialist dedicated administration team who are there to provide the support, resources and stable foundations for our Employee Benefit Consultants to deliver the desired client outcomes as well as working behind the scenes to continuously improve our offering and keep us ahead of our competitors.
To join our team you will need to bring a highly professional, trustworthy and client focused approach, genuine enthusiasm for relationship building and an articulate and engaging communication style which can be flexed to bring value and understanding to every conversation.
You will also need to be:
- Qualified to Level 4 or above
- A minimum of 4 years experience within an Employee Benefits Advisory / Consultancy role
- Experienced at delivering compliant, tailored solutions to a range of corporate clients.
- A track record of winning new clients.
- Self-disciplined and focused with the resilience, motivation and tenacity to respond to challenges in a positive way.
- Motivated to understand and engage with Succession’s corporate objectives and cultural values.
- An effective team player and leader and able to recognise the value of support teams in delivering great client outcomes.
- Knowledgeable regarding the UK regulatory system, particularly those aspects relevant to Financial Services.
- Committed to your own professional development and regularly undertaking CPD and keeping up to date with industry issues and developments.
What You Can Expect From Us:
- A competitive basic salary, annual pay reviews and performance linked increases
- 25 days Annual leave increasing with service, plus bank holidays and additional days for Christmas closure
- Excellent company pension scheme with a generous employer contribution
- Agile and family friendly working arrangements to allow for a great work/life balance
- Company sick pay
- Enhanced maternity, paternity and adoption pay
- Up to 40% discount on Aviva Insurance & Investment products
- £450 towards the purchase of home office equipment
- Group Life Assurance Scheme: 8 x salary
- Access to our Benefit Hub; discounts on shopping, dining out, holidays and lots more
- A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme
- Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening
- Charity Days
- Company Events
- Support in achieving your career goals
- Sponsorship for relevant professional exams and study leave
- Access to funded apprenticeships in a range of topics, such as leadership & management.
- Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams
- Clear career pathways and internal job opportunities
- Access to a range of free courses via our Learning Management system
Employee Benefits Consultant employer: Succession Wealth
Contact Detail:
Succession Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefits Consultant
✨Tip Number 1
Network actively within the industry. Attend relevant conferences, seminars, and local meetups to connect with other professionals in employee benefits. Building relationships can lead to referrals and insights about job openings.
✨Tip Number 2
Stay updated on the latest trends and regulations in employee benefits. Subscribe to industry newsletters and follow thought leaders on social media. This knowledge will not only help you in interviews but also demonstrate your commitment to the field.
✨Tip Number 3
Consider reaching out directly to current employees at Succession Wealth via LinkedIn. Ask them about their experiences and any tips they might have for applying. This can give you insider information that could be beneficial during the application process.
✨Tip Number 4
Prepare for potential interviews by practising common questions specific to employee benefits consultancy. Focus on showcasing your experience in building client relationships and delivering tailored solutions, as these are key aspects of the role.
We think you need these skills to ace Employee Benefits Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in employee benefits consultancy. Focus on relevant roles, showcasing your achievements and how they align with the requirements of the Employee Benefits Consultant position.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to build client relationships and deliver tailored solutions, as well as your understanding of the UK regulatory system.
Highlight Relevant Qualifications: Clearly state your qualifications, especially if you are Level 4 qualified or above. Include any additional certifications or training that relate to employee benefits and financial services.
Showcase Your Communication Skills: In both your CV and cover letter, emphasise your articulate communication style. Provide examples of how you've successfully engaged with clients and built professional networks, as this is crucial for the role.
How to prepare for a job interview at Succession Wealth
✨Showcase Your Experience
Make sure to highlight your relevant experience in employee benefits consultancy. Prepare specific examples of how you've successfully delivered tailored solutions to corporate clients, as this will demonstrate your capability and expertise.
✨Demonstrate Relationship Building Skills
Since the role requires building professional networks, be ready to discuss your approach to relationship building. Share instances where you've successfully developed client relationships and how you maintain them over time.
✨Understand the Regulatory Landscape
Familiarise yourself with the UK regulatory system related to financial services. Be prepared to discuss how you ensure compliance in your work and how you stay updated on industry changes.
✨Exhibit a Client-Focused Mindset
During the interview, convey your commitment to providing exceptional client service. Discuss how you tailor your communication style to meet client needs and how you ensure their satisfaction with your services.
