Overview
We are an ambitious, growth‑oriented employee benefits intermediary based in the South, looking to expand our client portfolio.
Role
Manage a portfolio of smaller SME and mid‑market clients for an established wealth‑management client. The role involves a mix of desk‑based and face‑to‑face advice, building and maintaining long‑term client relationships.
Responsibilities
- Provide tailored benefits advice and support to a portfolio of SME and mid‑market clients.
- Deliver desk‑based and face‑to‑face advice, maintaining strong client relationships.
- Advise on corporate benefits and support client portfolio growth.
- Collaborate with the wealth‑management client team to deliver innovative solutions.
Qualifications
- Experience as an Associate Benefits Consultant or Junior Benefits Consultant.
- Proven track record in a client‑facing role within an intermediary.
- Strong ability to build and sustain long‑term relationships.
- Driven to deliver innovative solutions to clients.
Why Join?
Work for a forward‑thinking business with a great culture that values diversity.
We value diversity and provide guidance based on merit.
#J-18808-Ljbffr”, “datePosted”: “2026-05-13”, “hiringOrganization”: { “@type”: “Organization”, “name”: “IDEX Consulting”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__430943351__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=33” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “London” } } }Overview
We are an ambitious, growth‑oriented employee benefits intermediary based in the South, looking to expand our client portfolio.
Role
Manage a portfolio of smaller SME and mid‑market clients for an established wealth‑management client. The role involves a mix of desk‑based and face‑to‑face advice, building and maintaining long‑term client relationships.
Responsibilities
- Provide tailored benefits advice and support to a portfolio of SME and mid‑market clients.
- Deliver desk‑based and face‑to‑face advice, maintaining strong client relationships.
- Advise on corporate benefits and support client portfolio growth.
- Collaborate with the wealth‑management client team to deliver innovative solutions.
Qualifications
- Experience as an Associate Benefits Consultant or Junior Benefits Consultant.
- Proven track record in a client‑facing role within an intermediary.
- Strong ability to build and sustain long‑term relationships.
- Driven to deliver innovative solutions to clients.
Why Join?
Work for a forward‑thinking business with a great culture that values diversity.
We value diversity and provide guidance based on merit.
#J-18808-Ljbffr…
