Business Client Consultant

Recruit UK is supporting a well-established financial planning group in Bristol in their search for a Business Client Consultant to focus on workplace pensions, employee benefits and business protection. This is a great opportunity to work with business clients across the wider group, delivering specialist advice while opening the door to broader corporate financial planning opportunities.This role would suit someone who enjoys building relationships with employers and business owners and wants the scope to grow those relationships into wider corporate wealth planning, business protection and specialist services such as SSAS and business lending. You''ll be working closely with colleagues across the group, so it''s a good fit for someone who''s collaborative and sees the value in a joined-up client service.Responsibilities Include:Developing and managing workplace pension opportunities with employers, including scheme reviews, implementation, governance and ongoing servicingDelivering employee pension education, financial planning seminars and engagement workshops to workplace clients and their staffIdentifying and developing corporate wealth planning opportunities with business owners, including retirement planning, succession planning, exit planning and director financial planningIdentifying and supporting business protection solutions, including Key Person Protection, Shareholder Protection, Relevant Life Plans, Executive Income Protection and Business Loan ..... full job details .....