Job Information

This is an opportunity to join a prestigious financial services company at their head office in Bury St Edmunds. You will have a clear route into an advisory role if you have the desire to work hard and develop.

With support in the role and with professional qualifications, you will need to demonstrate solid communication skills, the highest levels of professionalism and the ability to produce top quality work, enabling an excellent client service to be delivered.

Overview

· Work within the Employee Benefit team for 12 months, you will learn the support role alongside the Employee Benefit consultants. During this time, you will learn how Group Personal Pensions and Master Trusts work and gain a good working knowledge of Group Risk products, business protection and other areas.

· After 12 months, you will have the opportunity to move into the Account Manager role which will include delivering a financial planning service to a number of nominated Employee Benefit clients. This role will then develop to include conducting employee clinics and assisting with client presentations.

Ideally you should have some Financial Services experience and willing to learn and take CII or equivalent qualifications.