The Role You will be providing new business consultancy to prospective clients on a range of pre- and post-retirement products, protection, and pensions.
Key Responsibilities Meeting clients, generating leads, and project work Providing advice to a new and existing client base Managing and continuously building relationships Developing new business opportunities through internal and external channels Achieving agreed targets and team-based goals Adhering to company policies and procedures Managing local projects that contribute to the overall team proposition About This Opportunity We offer an engaging environment working with some of the best people in our industry.
The Employee Benefits and Financial Planning team emphasizes a high-quality, client-centric approach, enabling clients to make better decisions.
Each team member is valued and encouraged to develop their skills and education to provide professional, best-in-class advice to our clients.
Requirements Previous experience in consultative financial planning or employee benefits Currently hold the QFA qualification or working towards (or interested in achieving) the CFP, or Higher Diploma in Pensions Management leading to AIIPM qualification Strong interpersonal skills with the ability to build and maintain solid client relationships Proven track record of meeting sales targets Understanding of relevant regulatory requirements Experience in generating leads from a corporate client base Ability to build strong internal relationships, trust, and credibility Excellent presentation and communication skills Team-oriented with a focus on collaborative work Minimum of 3 years' industry experience Possession of a full driver's license #J-18808-Ljbffr