- Providing advice to a book of existing clients based across the area via phone call, online meetings and in person meetings
- Working closely with the clients, provide advice across a wide range of cases such as Group Pension Schemes, Private Medical Insurance, Critical Illness etc.
- Adhering to FCA requirements and Compliance Policies
- Level 4 Qualified as a minimum, Level 6 is desirable
- 5+ Years experience with knowledge in Group Risk, Pension & Healthcare Advice
- Strong track record of developing and working with corporate clients across the UK
- A basic salary of up to £60,000 dependent on experience and qualifications
- Bonus scheme
- Remote working setup, with travel to clients within the North East
- Social opportunities throughout the year
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- Generous annual leave allowance