We work with a variety of employee benefits clients
We work with a variety of employee benefits clients including SME’s, large employee benefits consultancy’s, employee benefit arms of financial planning companies, accountancy practices and large financial services institutions.
The employee benefits vacancies we routinely recruit for include; Employee Benefits Administrators, PA’s, Group Risk & Healthcare Consultants, Employee Benefits Consultants and Director level appointments.
Chartered Wealth Planner
To provide financial planning services to new and existing clients
Deliver technically excellent financial planning advice to clients using the Wealth Planning processes
Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients
Develop new client relationships
Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator
Work effectively with other members of the team (Paraplanner and Administrator) to work as efficiently as possible, delivering an outstanding client service and providing learning opportunities for junior members of the team