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.
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