Adviser

Overview

Job Title: Employee Benefits Adviser
Location: Sussex / Surrey border
Salary: £55k - £65k + benefits
Hours: Full-time, Mon-Fri, hybrid (3 days office, 2 days home)

We are looking for an experienced Employee Benefits Adviser to join an Employee Benefits team and be at the heart of delivering exceptional service to clients. You will be delivering outstanding service to both new and existing clients, aligned with their established Employee Benefits proposition and brand. The role involves providing high-quality advice and administration in line with the company processes and FCA regulator standards.

Client relationship experience is mandatory for this role.

• Providing high quality advice to corporate clients.
• Write and present high quality Client Proposition documents.
• Provide regular reviews for existing clients in line with service level agreements.
• Achieving agreed new business targets.
• Maintain required CPD including IDD.

• Confident across GPP, GIP, DIS, PMI, and auto enrolment; exposure to flexible benefit platforms would be a bonus.
• Highly organised.
• You will be comfortable speaking directly with clients, thrive in a fast-paced environment, and enjoy juggling multiple schemes and cases with ease.
• Diploma in regulated Financial Planning or equivalent.
• A positive, proactive, and people-focused attitude.
• A desire to be an integral part of building our business.