Level 4 Qualified Employee Benefits Consultant
Our client is one of the UK's largest, most prestigious IFA's and are seeking a professionally qualified Corporate Consultant to join a team in their London office.
As a full service, the Corporate division provides independent Employee Benefits and Human Resource consultancy. The aim is to ensure that the interests of management and staff are aligned to meet the current business objectives and to increase their potential to achieve more ambitious targets.
The role holder will provide holistic financial planning to prospective and existing Corporate clients, providing professional financial advice to meet customer's needs and objectives using defined business standards. The role holder will have an understanding of the Corporate Business Strategy, always act in a compliant manner, provide excellent customer service and adhere to the Financial Conduct Authority principles of "Treating Customers Fairly".
The role holder will plan and work towards achieving and exceeding individual business targets as agreed with their Senior Manager. This will be achieved via the professional servicing of existing clients as well as identifying and capitalising on opportunities to expand business through, for example, the generation of referrals, workplace advice and executive planning.