Job Title: Senior Associate – Employee Benefits
Location: London
Salary: Competitive
Job Type: Full Time, Permanent
Closing date: 1st November 2020
The Company is a major investment and savings business that blends a strong customer focused heritage with a modern technology-led outlook.
Uniting pensions consultancy, workplace savings and individual financial advice, they work with employers, trustees and private clients through their regional UK offices to design and manage solutions that meet their unique needs.
Role Overview:
They are looking for an experience Senior Associate to join their Employee Benefits team. The job purpose is to achieve individual targets and assist in achieving team targets by supporting the effective management of existing client accounts, whilst paying due regard to the needs of the client and keeping strictly to the principles of treating customers fairly.
Important aspects of the role will be the ability to build effective relationships with other team members, provide support to more senior employee benefits team members and proactively develop skills to make an increasing contribution to the Company.
You will need to have experience in a similar role, have strong relationship management skills with a client focussed approach and have proven ability to retain and develop a portfolio of clients.
Key responsibilities & accountabilities:
- Retain and develop a portfolio of clients, producing income up to £200,000 per annum, with minimal supervision, providing clear, suitable, complex advice and service within agreed timescales
- Work in a team environment with rapidly changing priorities and demands, sometimes working to tight deadlines
- Demonstrate good interpersonal and presentational skills in one-to-one and group meetings
- Deliver good written communication in the form of emails, letters, reports and presentations
- Support projects where necessary
- Develop new business opportunities through regular, focused prospecting
- At times, the job holder may have to undertake other activities of a similar nature
- Support the team in the achievement of financial targets
- Recognise business opportunities/risks, bringing them to the attention of EB Consulting management
Skills, abilities & personal qualities:
In addition to the necessary experience, qualifications and academic achievements, the incumbent should be able to demonstrate the following key attributes:
- A client focused approach, able to develop trusting and credible partnerships with clients both face to face and via the telephone.
- Seeks ways of innovating, simplifying and improving quality, service delivery and processes.
- Ability to work as part of a team and individually.
- Self-motivated and enthusiastic approach to work, taking responsibility for personal and technical continuous professional development
- Able to identify and suggest solutions to problems
- Able to identify the interests of both clients and Company
- Good organisational and planning skills, including an ability to manage conflicting demands on time and able to work to tight deadlines in order to meet obligations
- Attention to detail, good communication skills and business acumen
- A high degree of professional integrity
- Wishes to develop personally within the role
- Studying or willing to study towards relevant industry qualifications, e.g. PMI or CII
Please click on the APPLY button to be directed to the company’s recruitment page.
Candidates with experience of: Business Development Manager, Sales Manager, Client Associates, Banking Relationship Manager, Investment Portfolio Manager, Portfolio Manager, Key Account Manager, Banking Sales, Relationship Manager may also be considered for this role.
