| Description: | To provide employee benefit financial planning advice in a way that meets and exceeds the clients expectations while taking responsibility for fee generation and business development.
Roles/Responsibilities:
? Responsible for generating fee income by delivering employee benefit planning / investment advice to and managing relationships with a mixed portfolio of corporate clients
? When necessary, able to meet scheme members face-to-face and provide advice.
? Responsible for achieving fee opportunities through the delivery and advocacy of the Employee Benefits Investment Proposition
? Target specific markets for the purpose of fee generation and business development, as identified through an agreed Business Plan.
? Develop strategic alliances with appropriate external professional connections and with other departments within the firm.
? Provide technical expertise to partners, clients and other members of staff
? Motivate and coache team members and identifies training & development opportunities (as necessary), while providing feedback through regular communication and timely appraisals
? Be actively involved in office marketing events and an ambassador of the firm
? Be aware of the wide range of services the firm offers and suggests innovative products whilst pro actively identifying cross selling opportunities
? Undertake relevant training & development, as identified in order to develop both technical & personal skills
? Adhere to the firms risk management policies and procedures
? Carry out any other duties to meet with the needs of the business
Skills/Experience:
Previous experience in a professional practise and proven ability to generate credible client income in Employee Benefits
Educations/Qualifications:
A-Level or equivalent
FPC or Certificate in Financial Planning
Progress towards AFPC or Diploma in Financial Planning
Personal Attributes
Motivated and enthusiastic character with good leadership and business development skills. |
| Recruiter: | Morgan McKinley Morgan McKinley?s Tax Practice and Tax In-House teams are two of the most established tax recruitment divisions in the marketplace, recruiting the highest calibre tax professionals across the practice, commercial, financial services and legal sectors in the UK.
Previously operating under the ECHM brand name, we have built excellent relationships with an impressive list of tax employers over the years, ranging from the Big 4 to independents and specialist tax boutiques as well as FTSE 100 companies, top legal firms, and SME?s.
We have built an unrivalled network of over 10,000 tax professionals who are typically ACA, CTA, ATT, ATII, STEP or Inland Revenue trained. They are with us, as are our clients, because of our consistent delivery of a professional and personal service.
Tax Practice
The Tax Practice division advises clients and candidates at all levels, from ATT studiers through to Directors and Partners, recruiting across the six main areas of tax:
? Corporate Tax
? Employee Issues
? Expatriate Tax
? Personal Tax
? Indirect Tax
? International Tax
Tax In-House
The Tax In-House division completes permanent, temporary and interim assignments at all levels of seniority from Part Qualified ATT level Tax Assistants through to Heads of Tax across the following disciplines:
? Direct and Indirect Taxation
? UK and International Taxation
? Group Functions
? In-house HR taxes specialists, including expatriate and compensation and benefits specialists.
? Niche roles, such as specialists in banking products, property and insurance.
Our expert consultants across both teams come directly from tax or specialist recruitment backgrounds and are supported by an in-house research team. This gives the Tax teams an in-depth understanding of the markets in which they operate ? a direct benefit to employers and tax professionals.
Morgan McKinley. Talk to us.
With 24 offices across eight countries including a national network of 10 offices in the UK, contact Morgan McKinley today to find out how we can help you with your next career move. All jobs advertised by Morgan McKinley |
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