Job Description

Salary - Dependent on experience

The Company - Bartlett Wealth

We're a recognised Employee Benefits Consultancy and chartered financial planning firm founded over 50 years ago who pride ourselves on providing an outstanding level of service and technical ability. Our success is well evidenced as we continue to grow year on year. Being part of the larger Bartlett Group, a leading independent financial services firm with a 79 year trading history, offers the best of both worlds scenario. Here you can play an integral role in this ambitious team at a significant and pivotal time of growth, as well as benefitting from the opportunities a larger group provides.

We act for businesses, charities and individuals across the UK - from regional manufacturing firms to large publicly-listed multinationals. And our private clients include families we have worked with for generations. The secret of our success? We know where the markets we work in break down. And we know what to do about it providing an outstanding level of service and technical ability.

Our Employee Benefits team is currently recruiting due to our continuing success and ambitious growth plans. We are looking to add an experienced employee benefits professional to support our existing portfolio and assist in the development of new clients.

The Role

Reporting into the Employee Benefits Director, this is a key role as you'll be fulfilling a brand-new position within the business. We are looking for a confident and experienced team player with a solid track record in the Employee Benefit industry, who is able to build and maintain strong and effective relationships with colleagues, clients and providers.

Your responsibilities will include

Delivering new business sales in line with business targets from both existing and new relationships Creating business development plans and identifying strategies to enable the business to meet its targets Developing and maintaining long-term relationships with clients and enhancing service delivery Producing written advice to clients that is relevant, accurate and comprehensive Supporting and/or leading the development of new propositions to generate increased revenue Identifying and analysing industry trends and developments to establish emerging client needs and business opportunities Playing an active role in activities and initiatives aimed at promoting products and services in the marketplace Providing coaching and mentoring support to colleagues

The Ideal Candidate

Must be experienced in advising across some of the different areas of Employee Benefits e.g. Group Risk, Healthcare, Flexible Benefits, Pensions Will be committed to self-development and technically minded - some professional qualifications are preferred Will have excellent knowledge of products and prioritisation of needs and best advice along with a thorough understanding of all regulatory aspects impacting upon this area Will be passionate about delivering exceptional service Will have strong commercial awareness and experience of discussing fees with clients Be experienced working within a sales role/environment

The Rewards

In return we are offering a

competitive basic salary

and benefits package including 25 days holiday (with the option to purchase more), Pension, Life Insurance, Professional Membership and financial study support, free parking, onsite gym and more.

Due to the amount of response we receive, unfortunately we are not able to give feedback to all individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.

Benefits:

Bonus scheme
Job Types: Full-time, Permanent

Work Location: Hybrid remote in Leeds LS18 4RS