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Group Pensions Consultant

Premier Jobs UK Limited
Posted 2 days ago, valid for a month
Location

Bristol, City of Bristol BS1 6WS, England

Salary

not provided

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Contract type

Full Time

Life Insurance
In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Group Pensions Consultant position is offered by an established IFA firm with numerous corporate clients in North Somerset.
  • This role involves advising corporate clients on group schemes such as pensions, income protection, and life assurance, along with conducting workshops and presentations.
  • Candidates should have proven experience in advising on Group Risk, Pension, and Healthcare schemes, and must hold a full Diploma in Financial Planning or equivalent.
  • The salary for this position is negotiable based on experience, with additional company benefits including group life cover and private medical insurance after probation.
  • The role is mainly office-based but requires travel to client sites, and offers 25 days of annual leave plus additional days for birthdays and charity work.

This Group Pensions Consultant job is available within an established IFA firm who have numerous corporate clients.

As Group Pensions Consultant, you will be advising their corporate clients on group schemes such as, group pensions, income protection, life assurance. This will include undertaking some workshops and presentations for employees.

In addition, you should look to identify individual advice needs, through offering bespoke support, particularly to their senior management / business owners who typically have complex advice needs.

Our clients heritage is as a Chartered IFA firm, specialising in the HNW sector, therefore frequently advise business owners, entrepreneurs and professionals. Thus providing excellent access to key decision makers and unlocking the door for you to numerous corporate clients.

Group Pensions Consultant Requirements

  • Proven experience in advising on Group Risk, Pension and Healthcare schemes
  • You should hold full Diploma in Financial Planning or equivalent
  • You should have desire to provide exceptional customer service
  • Self-driven and motivated with a confident and approachable style

Group Pensions Consultant Benefits

  • Salary negotiable depending on experience
  • Plus company benefits available immediately include group life cover, group income protection
  • Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
  • Mainly office based role with need to travel to see clients where appropriate
  • 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 days birthday leave and 1 day for charity / community work each year

Location

North Somerset

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Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.