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Associate Consultant

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mbf

Sep 20

  • Job
    Full-time
    Junior & Mid Level
  • Consulting
    Banking & Finance
  • London

AI generated summary

  • You must be DipPFS/Level 4 qualified with DC pensions knowledge, have relevant experience, strong customer service skills, and a commitment to professional development.
  • You will guide clients on pensions and benefits, address their needs, stay updated on regulations, build client relationships, support financial planners, and assist with invoicing and negotiations.

Requirements

  • Must be DipPFS/Level 4 qualified and have Technical knowledge of DC pensions, financial planning or of working within an employee benefit consultancy
  • Previous experience in a similar role, demonstrating a track record of success in working with private or corporate clients
  • Exceptional customer service and sales skills, with a proven ability to build and maintain client relationships
  • Strong communication and presentation abilities, enabling effective engagement with stakeholders at all levels
  • Solid organizational and problem-solving skills, with the ability to manage multiple tasks and deadlines under pressure
  • Commitment to ongoing professional development, with a clear plan to achieve advanced qualifications within a specified timeframe

Responsibilities

  • Offer expert guidance on workplace pensions and benefits, ensuring clients' needs are met with precision and professionalism.
  • Proactively identify and respond to client needs, contributing to the achievement of business objectives.
  • Stay abreast of legislative changes and industry developments, applying this knowledge to deliver comprehensive solutions.
  • Foster and maintain strong client relationships, driving client retention and identifying opportunities for growth.
  • Collaborate with regulated financial planners, supporting the team in achieving revenue targets and fostering a culture of excellence.
  • Contribute to fee negotiations and ensure accurate invoicing, adhering to regulatory requirements and company protocols.

FAQs

What qualifications are required for the Associate Consultant position?

Candidates must be DipPFS/Level 4 qualified and possess technical knowledge of DC pensions, financial planning, or experience within an employee benefit consultancy.

Is previous experience necessary for this role?

Yes, previous experience in a similar role is essential, demonstrating a track record of success in working with private or corporate clients.

What opportunities for career progression are available?

The role offers a clear pathway to expand into regulated financial planning and potential progression into a Personal Financial Planning role in the future.

What are the key responsibilities of the Associate Consultant?

Key responsibilities include offering guidance on workplace pensions, identifying client needs, maintaining strong client relationships, collaborating with financial planners, and contributing to fee negotiations.

What type of clients will I be working with?

You will be working primarily with corporate clients, particularly focusing on the Independent Schools sector.

What kind of support for professional development is offered?

The role encourages ongoing professional development, with a commitment to achieving advanced qualifications within a specified timeframe.

What is the salary range for this position?

The competitive salary for this position is up to £47,000.

How many holiday days do employees receive?

Employees receive 28 days of holiday plus bank holidays.

Are there additional benefits besides salary and holidays?

Yes, there are bonus opportunities and a fully comprehensive benefits package.

What type of work environment can I expect?

The role supports hybrid and flexible working arrangements.

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mbf

talent solution experts within financial services and general insurance

Human Resources
Industry
11-50
Employees
2012
Founded Year

Mission & Purpose

We’re a leading recruitment agency specialising in the financial services and insurance sectors across the United Kingdom. With our deep industry expertise, we excel in connecting top talent with leading companies across various areas, including wealth management, insurance, asset management and more. What sets us apart in our commitment to delivering exceptional results? We combine proven recruitment methods with cutting-edge AI integration to enhance our efficiency and effectiveness. By harnessing the power of both tradition and innovation, we ensure a seamless and successful recruitment process. Our dedicated team understands the unique needs of our clients and candidates, enabling us to make tailored matches that drive mutual success.