Job Category: Management/Consultant/Advisor

Job Source:

Job Summary

  • No. of Vacancy: N/A
  • Job Location: London , South East England
  • Employment Type: Full Time
  • Salary: Salary negotiable
  • Gender: Any
  • Age Limit: N/A
  • Experience: N/A
  • Career level: Mid-Senior level
  • Posted On: Nov 5, 2018
  • Application Deadline: Dec 5, 2018

Job Description/Responsibility

  • Partnered with an insurance business in the North who are in the market for a New Business Employee Benefits Consultant. This role has the option to be home/field based, but the successful applicant must be willing to travel.

    The purpose of the role is to generate new business from leads provided by the company/self-generated, service and retain existing clients and provide first-class corporate advice, through effective and competent activities within ethical, legal and compliance guidelines.

    • The primary aim of this role is to develop the corporate client base - growing the number of profitable clients and ensuring their retention into the future
    • Identifying and establishing contact with existing and potential clients
    • Gathering/analysing the information needed to provide financial advice
    • Reviewing clients' circumstances and take appropriate action
    • Making appropriate recommendations in line with regulatory guidance
    • In conjunction with the T&C Supervisor, attain and maintain competent Adviser status
    • Maintain performance standards in line with those detailed within the training and competence plan
    • In conjunction with the T&C Supervisor, identify CPD needs to maintain and develop competent Adviser status and take the appropriate action to satisfy those needs which will include attendance at and participation in all developmental events and activities as required by the company
    • Meet on an ongoing basis all FCA fit and proper requirements for approved person status
    • At all times ensure Statement of Professional Standing is current

    Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Experience Requirements

  • N/A

Education Requirements

  • N/A

Skills Requirements

  • N/A


  • N/A

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About the Company

Company Name: IDEX Consulting Ltd.
Address: The Colmore Building 20 Colmore Circus, Queensway Birmingham B4 6AT, , UNITED KINGDOM

Company Profile: IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy specialising in the General Insurance, Financial Services and Legal sectors. We pride ourselves on professionalism, service and delivery; enhancing lives and businesses through a consultative approach to career and talent management. Our mission is to continually offer a quality and personal service based on our values: Trust, Pride and being a Solutions Led innovator. A key differentiator for us is that we do not target our staff on activity; we focus on results. The priority for us is to place the right person in the right job. We encourage this way of working in order to identify the correct solution for a client or candidate, not a quick win outcome.

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