Employee Benefits Consultant

Posted 12 October by IDEX Consulting Ltd
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My client is currently looking for an experienced Employee Benefits Consultant to join their team in Manchester. The successful candidate will provide advice prospective and existing corporate clients.

The Role

  • Ability to create and implement a business plan in line with the corporate strategy to develop long term fee based advice driven client relationships
  • To identify business opportunities from new and existing clients and develop a business plan to generate a pipeline sufficient to meet your agreed business targets
  • To proactively identify and engage in appropriate business generation activities to drive forward new client acquisition
  • To agree fees with clients and have an up to date corporate client agreement for all existing schemes
  • To analyse the information gathered by matching clients' needs and objectives in line with compliance standards and prevailing market conditions
  • To present recommendations to the client, utilising presentation and behavioural skills to gain commitment to proceed and obtain relevant documentation to do so
  • To provide excellent client service to your active client bank as agreed at outset with clients and documented in the service agreement
  • To work closely with AE champions when required by the business
  • To undertake ongoing continuous professional development
  • To continuously develop and maintain an up to date and in depth knowledge of market and legislative conditions to enable the highest standards of advice to be given and increase technical knowledge in specialist areas
  • To mentor and influence fellow Consultants and by supporting them in the knowledge, skills and client management activities


For more information please contact Graeme Hyland

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Required skills

  • Employee Benefits
  • EB
  • Employee Benefits Consultant
  • EB Consultant
  • Corporate IFA

Reference: 36343138

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