Business Client Consultant - #2118841

Recruit UK is supporting a well-established financial planning group in Bristol in their search for a Business Client Consultant to focus on workplace pensions, employee benefits and business protection. This is a great opportunity to work with business clients across the wider group, delivering specialist advice while opening the door to broader corporate financial planning opportunities.

This role would suit someone who enjoys building relationships with employers and business owners and wants the scope to grow those relationships into wider corporate wealth planning, business protection and specialist services such as SSAS and business lending. You'll be working closely with colleagues across the group, so it's a good fit for someone who's collaborative and sees the value in a joined-up client service.

Responsibilities Include:

• Developing and managing workplace pension opportunities with employers, including scheme reviews, implementation, governance and ongoing servicing
• Delivering employee pension education, financial planning seminars and engagement workshops to workplace clients and their staff
• Identifying and developing corporate wealth planning opportunities with business owners, including retirement planning, succession planning, exit planning and director financial planning
• Identifying and supporting business protection solutions, including Key Person Protection, Shareholder Protection, Relevant Life Plans, Executive Income Protection and Business Loan Protection
• Introducing clients to specialist services including SSAS, business lending, commercial finance and tax-efficient corporate planning strategies
• Working with business clients referred from other areas of the group and generating referrals back into the wider team
• Developing referral relationships with accountants, solicitors and other professional introducers
• Maintaining accurate client records and ensuring all work complies with FCA regulations and internal compliance procedures
• Liaising with pension providers, insurers, lenders and other professional partners

Benefits:

• £50,000 FTE (£40,000 pro rata on a 4-day week) with an attractive bonus discussed at interview, salary negotiable
• Pension scheme: 3% employer, 5% employee contribution
• Death in Service cover (3 x salary)
• Free eye test and contribution towards glasses
• Funding towards further education courses and qualifications
• Employee Assistance Programme for employees and their families
• Cycle-to-work scheme
• 40 days per annum working from home

what we are looking for:

• Experience within financial services
• Level 4 qualification (desired)
• Knowledge of workplace pensions and employee benefits
• Strong organisational skills with excellent attention to detail
• Experience of business protection, SSAS arrangements, corporate financial planning or business lending introductions would be advantageous

If this sounds like the kind of role where you can build genuinely broad client relationships across pensions, protection and corporate planning, we'd love to hear from you.