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Permanent

Employee Benefit Adviser

Fareham
money-bag 10000-500000 Annual
Posted 4 days ago

The successful candidate will be required to provide:New and existing clients with outstanding service within the realms of the Menzies Employee Benefit client service proposition and brand, adhering to MWM process and guidelines, and that of the FCA. To achieve agreed levels of income generation whilst maintaining a high quality of advice and administration.Responsibilities and duties will include but are not limited to:• Providing high quality advice to our corporate clients.• Achieving agreed new business targets.• Write and present high quality Client Proposition documents.• Provide regular reviews for existing clients in line with service level agreements.• Adhere to MWM processes and procedures.• Maintain high levels of competency and compliance.• Maintain required CPD including IDD• Able to present complex features to employers and employees.• Demonstrating a consistently high level of client care to both internal and external MWM clients.•Develop good working relationships with product providers, MWM team members and other Menzies LLP staff.• Comply with business and regulatory guidelines at all times.• Provide support to senior management as required. • Demonstrate a good use of IT software. Core CompetenciesThe ideal candidate will possess the following competencies and attributes.• Experience in the employee benefit sector• Experience with flexible benefit platforms• Analysing complex information• Good listening and communication skills• Good record keeping• ..... full job details .....

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