Up To £60k DOE | Hybrid Working | Taunton
Our client, a successful Financial Planning team, based in Taunton, are seeking an Pension & Benefits Consultant to join their team. As an Pension & Benefits Consultant, you will manage a portfolio of businesses and employers, focusing on workplace provisions like employee pension schemes, auto-enrolment, and group income protection.
This role offers hybrid working with regular access to the Taunton Office.
Responsibilities of the Pension & Benefits Consultant:
- Manage a portfolio of business clients, advising on workplace provisions such as pensions, auto-enrolment, and group protection schemes
- Conduct presentations and lead business development activities, attending networking events to expand your profile
- Ensure compliance with regulatory requirements, delivering compliant advice and reports
- Act as a role model, mentoring team members and paraplanners aspiring to progress into consultancy roles
Requirements of the Pension & Benefits Consultant:
- Diploma in Financial Planning (DipPFS), ideally working towards Chartered status
- Strong knowledge of workplace pensions, auto-enrolment, and group DIS
- Experience in a fee-based environment with the ability to make informed, commercial decisions
- Excellent communication skills, with the ability to present and build relationships with clients and colleagues
Benefits:
A minimum of 25 days holiday which increases with length of service. Plus the option to buyand sell holiday
- An annual salary review
- Hybrid working
- Payment of any professional subscriptions relevant to your role
- Group pension scheme
- Life assurance, which includes access to a smart health app
- An employee assistance programme for you and your family
- One volunteering day per year
- Cinema society discounts
- GymFlex discounts
- Bupa health and cash plans available
- Electric car and cycle to work schemes
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruiter: Jo Howell
Ref: 10626