Job Description

About us

Azets Wealth Management is a fast-growing, independent financial services firm committed to delivering tailored, whole-of-market solutions to individuals, families, and businesses across the UK. As a subsidiary of Azets Holdings Limited and regulated by the Financial Conduct Authority, we combine deep market insight with robust compliance and risk controls to offer trusted advice in investment management, retirement planning, estate structuring, and tax optimisation. Our Employee Benefits division complements this by helping employers design and implement benefit schemes that attract and retain top talent, improve wellbeing, and align with strategic business goals. We are proud to operate without ties to any bank, insurer, or investment provider--ensuring our advice is always client-first. With a national footprint, a strong M&A track record, and a commitment to innovation and service excellence, Azets Wealth Management is shaping the future of financial planning and employee engagement.

The role

The Employee Benefits Executive plays a pivotal role in delivering Azets Wealth Management's consultancy-led approach to workplace benefits. This position is responsible for supporting fee earners and clients across a broad spectrum of employee benefit schemes, including pensions, salary exchange, group risk, and healthcare. The role demands a high level of technical understanding, operational precision, and client service excellence. Working within a lean team structure--currently five fee earners and one support person--the Executive is essential to maintaining continuity, reducing operational risk, and ensuring that no single point of failure exists in the delivery of benefits services. The role involves liaising with providers, managing documentation, supporting scheme implementation, and ensuring compliance with FCA and TPR regulations. It also includes benchmarking benefits, facilitating workplace engagement sessions, and helping clients navigate complex regulatory landscapes. This is a hands-on role requiring strong communication skills, attention to detail, and the ability to manage multiple client projects simultaneously. The successful candidate will be instrumental in sustaining client satisfaction, supporting business development, and enabling the strategic growth of Azets' Employee Benefits offering.

Key accountabilities

Client Relationship Management: Serve as the first point of contact for small and ongoing client relationships, responding to queries and supporting the delivery of a seamless service experience. Technical Support and Documentation: Collaborate with consultants and leadership to prepare and finalise consultation documents, ensuring accuracy and compliance across all benefit schemes. Operational Delivery: Support the implementation and ongoing administration of employee benefits plans, coordinating with internal teams to ensure smooth onboarding and service continuity. Compliance and Regulatory Oversight: Maintain awareness of relevant regulations and ensure all activities adhere to FCA and TPR standards, including support with P11D liabilities and cost-saving opportunities. Internal Collaboration: Work closely with consultants and the Head of Employee Benefits to support business development, contribute to team strategy, and identify cross-selling opportunities. Data and Systems Management: Maintain accurate client records in CRM systems, assist with data cleansing, and support reporting and dashboard development. Sales and Performance Support: Contribute to tracking and analysing sales performance, providing insights that support client engagement and retention strategies. Team Contribution and Development: Participate in team meetings, support junior colleagues, and contribute to a collaborative and high-performing team culture.

Skills & experience

Technical and Industry Knowledge o Strong understanding of workplace pension schemes, auto-enrolment, group risk, healthcare, and flexible benefits. o Familiarity with FCA regulations and compliance expectations. o Experience working with financial services products and platforms, particularly Intelligent Office (IO) or similar CRM systems. Client Servicing and Communication o Proven ability to manage client relationships with professionalism and empathy. o Excellent written and verbal communication skills to handle client queries, prepare documentation, and liaise with providers. o Experience in coordinating client meetings, issuing fee invoices, and managing service updates. Operational and Administrative Competence o High attention to detail and accuracy in managing documentation, data entry, and provider correspondence. o Ability to manage multiple tasks, prioritise effectively, and maintain service standards under pressure. o Skilled in data cleansing, tracking client metrics, and supporting dashboard development. Team Collaboration and Culture Fit o Proactive and self-motivated with a collaborative mindset. o Comfortable working across departments and supporting fee earners in a fast-paced environment. o Adaptable to changing priorities and committed to continuous improvement. Development and Career Pathway o Ideally suited for individuals with aspirations to grow within wealth management, including graduates seeking exposure to advisory functions. o Experience or qualifications in pensions or employee benefits (e.g., PMI Certificate in Pensions Automatic Enrolment) are highly desirable



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Job Reference: AZ04653