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employee benefits consultant Jobs in London

employee benefits consultant

associate employee benefit consultant Jobs in London

associate employee benefit consultant

bridging finance underwriter Jobs in London

bridging finance underwriter

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insurance adviser

Reed

Are you an Insurance Adviser looking for a move, then look no further, I'm recruiting for a role based in the City of London. Job Purpose: As an Insurance Adviser, you will provide expert guidance and tailored insurance solutions to clients seeking protection for their health, life, and income. You will assess individual needs, explain policy options, and support clients in making informed decisions to secure their financial future and wellbeing. Key Responsibilities: <ul> <li> Client Consultation:Conduct thorough needs assessments to understand clients' personal, financial, and health circumstances. </li><li> Policy Recommendation:Advise on suitable Health Insurance, Life Insurance, and Income Protection products based on client needs and budget. </li><li> Sales & Relationship Management:Build strong relationships with clients, ensuring high levels of trust and satisfaction. Follow up on leads and maintain a pipeline of prospective clients. </li><li> Compliance & Documentation:Ensure all advice and sales are compliant with FCA regulations and company policies. Maintain accurate records of client interactions and policy details. </li><li> Market Knowledge:Stay up to date with industry trends, product updates, and regulatory changes to provide informed advice. </li><li> Claims Support:Assist clients with the claims process, offering guidance and support during potentially stressful times. </li></ul> Skills & Experience Required: <ul> <li>Proven experience in insurance advisory or financial services, ideally within health, life, or income protection.</li><li>Strong understanding of insurance products and regulatory requirements.</li><li>Excellent communication and interpersonal skills.</li><li>Ability to explain complex information clearly and empathetically.</li><li>Sales-driven with a customer-first mindset.</li><li>Relevant qualifications (e.g., Cert CII or equivalent) preferred.</li></ul> Desirable Attributes: <ul> <li>Empathetic and trustworthy approach to client engagement.</li><li>Detail-oriented with strong organizational skills.</li><li>Ability to work independently and as part of a team.</li><li>Proficiency in CRM systems and Microsoft Office Suite.</li></ul> Benefits: <ul> <li>Competitive salary and commission structure</li><li>Professional development and training opportunities</li><li>Pension scheme</li><li>Health and wellbeing support</li><li>Flexible working options</li></ul>

Insurance Adviser

DG Partnership Ltd

Self Employed Protection Insurance Adviser (Experienced or Trainees welcome with Proven Sales Backgrounds) Office-based Hammersmith Commission-Only Self-Employed Sector: Protection Insurance Financial Services Realistic OTE: <ul> <li>Year 1: £30,000-£50,000</li><li>Year 2: £80,000-£120,000</li><li>Year 3: £150,000+</li><li>Year 4: £175,000+</li></ul> Join Capricorn Financial - Where Performance Pays Capricorn is London's largest independent mortgage brokerage and one of the UK's fastest-growing financial consultancies. With offices in Dubai, Hong Kong, Singapore, and Shanghai, we operate in high-value property finance and protection markets - and we're looking for exceptional people to own and grow our protection business. This is a high-impact, high-reward protection sales role with hot inbound leads, no cold calling, and a proven model: £1,000+ per policy (typical) Clients who need you - not who need convincing Advisers feeding you qualified leads daily What You'll Be Doing <ul> <li>Convert live, qualified mortgage leads into protection business - no cold sourcing</li><li>Work closely with your adviser pod to maximise referral volumes and retention</li><li>Deliver honest, client-first advice with precision, urgency, and follow-through</li><li>Own your pipeline - from contact to completion</li><li>Learn, grow, and earn - with clear targets and ongoing coaching</li></ul> What You Bring We're not hiring on years of experience. We're hiring on attitude, accountability, and commercial instinct. ? You might be: <ul> <li>A sales professional with something to prove</li><li>A mortgage admin tired of watching someone else take the fee</li><li>A former recruiter, estate agent, or BDM who owned their number</li><li>A protection adviser who wants a bigger platform</li></ul> Essential characteristics: <ul> <li>Commercial hunger & performance mindset</li><li>Clear understanding of income = activity</li><li>Able to work fast, handle multiple cases, and follow through</li><li>Confident communicator who builds trust</li><li>RO5 qualified (or willing to complete pre-start)</li></ul> Why Capricorn? <ul> <li>No cold calling - warm referrals from 150+ introducers + 70+ advisers</li><li>Top-tier tech: Smartr365, Openwork product suite, admin support</li><li>Real coaching - not just onboarding</li><li>Earn more, faster - we reward delivery, not tenure</li></ul> This isn't for everyone.But if you're hungry, coachable, and ready to earn what you're worth, it could be for you. Apply now and let's talk. Applicants must have the right to work full-time in the UK without current or future sponsorship. Due to high application volumes, we will only contact shortlisted candidates. If you've proven yourself in sales and want to build a six-figure income fast, apply today with your CV.

Protection Insurance Adviser

Premier Jobs UK Limited

Are you keen to embark upon or take your career within Financial Services as an Insurance Advisor to the next level? Our client is keen to continue expanding their team with motivated, entrepreneurial individualsThe business currently has 80 self-employed Advisors and plans to double in size within next 12 - 24 months. They have a successful business model and a highly supportive team culture, enabling their Advisors to succeed and exceed! You will be joining under an Area Manager who typically has 10 in their team, therefore will have time to support you!This role is not easy and will be challenging, however for the right individuals it will be highly rewarding, providing you with fulfilment and excellent earnings.This role requires you to self-generate your leads and clients, so it is important you are proactive and willing to network, making use of your personal connections and communities. Your Area Manager will provide excellent coaching on how to market yourself effectively and win clients.Advisors in their team enjoy the supportive team culture and the fulfilment from helping families receive personal advice on products such as life insurance, income protection, critical illness cover (and mortgages, investments and pensions once you are qualified to do so).Training and ongoing professional development is a key pillar of the business, often with their team starting as Insurance Advisors offering life assurance, IP, CIC, before progressing onto mortgage advice and more recently investment and pensions, plus route into team leadership roles is available. They have an excellent partner who delivers the training on the qualifications needed to upskill.In addition, the business runs quarterly conferences aimed at creating key opportunities for company wide training, team bonding and celebrating successes!Insurance Advisor Requirements<ul><li>You must have desire to enter financial services industry and develop your career as an Insurance Advisor</li><li>Individuals with either prior targeted sales or financial services sales experience would be preferred, but not essential</li><li>You must have good personal network you can draw upon to self-generate business</li><li>You must be motivated, proactive and willing to take this opportunity seriously</li><li>You must be committed to being self-employed</li></ul>The CompanyEstablished 4 years ago, this advisory firm is growing at an excellent pace with no signs of slowing down. The business has a national footprint with Advisors licensed across insurance, mortgages and wealth advice. You will be joining at a key point in their journey as they continue to expand their headcountInsurance Advisor Benefits<ul><li>Self-employed role with uncapped earnings</li><li>Tiered commission structure to reward performance, plus opportunity to obtain additional sources of income</li><li>Fully home based role with occasional meetings with your local team and quarterly company conferences including annual sports day and end of year celebrations</li><li>Supportive team culture</li></ul>LocationsHome basedLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Insurance Advisor

WEALTHLINK RECRUITMENT LTD

Our client, a well-respected name within financial services, are seeking a high-calibre financial adviser to join their established team. Ideally you will be Level 6 qualified, or working towards this accreditation. Applicants must hold CAS and SPS and be a minimum of Level 4 with at least 3 years' experience in a financial adviser role. A background in bancassurance, independent or tied advice can be consider.You must have good knowledge across investments, pensions, protection and be comfortable helping UHNW clients with complex financial arrangements.You will have full administrative and paraplanning support, and will have a bank of clients to work with. Our client offer hybrid working on a 2/3 split, along with some excellent benefits, including an annual bonus scheme. An attractive base salary is on offer, commensurate with experience and qualifications.

Financial Advisor

Sanderson

Are you looking to work as a trusted adviser to clients in the defined benefit pensions sector? This is an exciting opportunity for a Senior Manager in a new consulting practice, where you would get to deliver a range of pensions administration related projects to clients, including GMPe, Pensions Dashboards, regulatory change, client onboarding, buy ins/buyouts and more. What you'll do: <ul> <li>Lead the initiation and implementation of key administration projects e.g. pensions dashboards, GMP equalisation, factor reviews, legislative change.</li><li>Support in new administration client implementations </li><li>Work with administration system provider, admin systems team, clients and the wider business to improve system automation </li><li>Act as an interface to clients on administration project matters, including preparing papers for Trustee and client service review meetings.</li><li>Participate in external industry forums</li><li>Monitor upcoming legislative and regulatory changes impacting pensions administration </li><li>Oversee the implementation of annual scheme events </li><li>Identify opportunities to contribute to the business's financial success, including areas for revenue generation </li><li>Develop and manage budgets related to administration projects</li></ul> This role would suit someone who has: <ul> <li>Experience in a top-tier pensions consultancy/third-party administrator or from a large defined benefit pension scheme.</li><li>Excellent verbal and written communication skills</li><li>Strong numeric, analytical and problem-solving skills</li><li>Positive attitude & energy.</li><li>Knowledge of the pensions risk transfer market, including working with schemes as they move through the buy-in to buy-out process.</li><li>Experience in working in an FCA regulated industry with working knowledge of Consumer Duties requirements.</li><li>Pensions qualification such as FIA or PMI.</li></ul> the role comes with a competitive salary between £80-90k plus the following benefits <ul> <li>Annual performance bonus</li><li>25 days holiday (increasing to 30 with service) plus bank holidays.</li><li>A pension with 15-17% employer contributions (depending on age).</li><li>8 x salary Life Insurance.</li><li>Generous family friendly policies, including up to 26 weeks full pay (maternity, adoption and paternity leave)</li><li>Free health assessments.</li><li>Health cash plan.</li></ul> RSG Plc is acting as an Employment Agency in relation to this vacancy.

Senior Manager - Pensions Administration Consulting

Transact

We are seeking a highly organised and detail-oriented Finance Administrator to join our Finance Team on a 14-month fixed-term contract. This is a fantastic opportunity for someone with strong accounts payable experience and a keen eye for accuracy to play a key role in a dynamic and supportive finance team. The successful candidate will contribute to the ongoing upgrade of the accounting system, therefore experience with similar system upgrade projects would be beneficial.The RoleThe role will support the Finance team with accurate invoice and expense processing, daily bank reconciliations, management reporting, and coordination with auditors during interim and annual audits.Other responsibilities include<ul><li>processing a high volume of invoices using the accounting system Navision.</li><li>dealing with staff expenses and company credit cards.</li><li>double entry bookkeeping of invoices in the accounting system, including prepayments where relevant.</li><li>performing daily bank reconciliations for 45 corporate bank accounts.</li><li>liaising with third parties such as auditors when required.</li><li>petty cash and inter-company reconciliations.</li><li>Support the upgrade of the accounting system from Navision to Microsoft Dynamics D365, including assisting with system testing and contributing to the optimisation of key financial processes to drive efficiency and improve controls.</li><li>Supporting the implementation of the new purchase order system by assisting various departments across the business in adopting and effectively using the platform.</li></ul>Person SpecificationThe ideal candidate will be educated to degree level or equivalent with good MS Excel skills. The position requires an individual with excellent communication skills, and the ability to deal with suppliers and staff at all levels in the company. They should have a "can do" attitude, be able to work well under pressure, and have excellent attention to detail. Previous experience in accounts payable and a solid understanding of double-entry bookkeeping are essential. Familiarity with system upgrades is desirable, though not a requirement.We offer a competitive remuneration package, including company discretionary bonus, excellent pension contributions, an attractive staff share scheme, BUPA health insurance, buying and selling of annual leave and sponsorship of relevant professional qualifications.The role is based in our central London office, working a minimum of two days a week in the office and three days a week from home.About UsTransact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.As a customer-centric and client focused business, we put our clients, like Mrs Miggins, at the heart of everything we do.Our platform enables clients and their advisers to manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy and efficient as possible for everyone involved, through the features we develop, our integrations with other systems, and the support we provide.Our purpose: We enable the Miggins family and their adviser to hold their investments on a single platform across wrappers. We provide custody, tax wrapping, trading and reporting.Our strategy: We make financial planning easier for advisers by delivering great service. Our platform helps advisers grow revenues and reduce risk and cost in their business. We will always have control of our technology, wrappers and service.Our values: We do the right thing for customers, advisers, staff, shareholders, suppliers and the wider community.Transact's parent company, IntegraFin Holdings plc, is listed on the London Stock Exchange and is a constituent of the FTSE 250 index. Established in 2000, today we have over £65.9 billion of funds under direction on behalf of over 8,000 advisers and 241,000 investor clients (as at March 2025).Equal OpportunitiesWe provide a diverse and inclusive workplace and ensure that all of our staff respect and understand individual differences. We are an equal opportunities employer and positively encourage applications from suitably qualified and eligible candidates regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, religion or belief, sex or sexual orientation.

Finance Administrator

The Hyde Group

Insurance & Claims Officer12 month FTCIslington£59,000Hyde is looking for an Insurance & Claims Officer to join our collaborative and values-driven team. This is a fantastic opportunity to grow your career in a supportive environment that champions employee wellbeing, continuous learning, and long-term development.As an Insurance & Claims Officer at Hyde, you'll play a key role in managing insurance risks, handling claims, and overseeing legal disrepair actions. You'll ensure Hyde's insurance obligations are met efficiently and that we continue to provide a high-quality, customer-focused service to our residents.Key Duties<ul><li>Manage the procurement and renewal of insurance services in line with contract requirements.</li><li>Oversee insurance claims, liaising with insurers, loss adjusters, and contractors to ensure timely resolution.</li><li>Monitor the performance of insurance providers and brokers to maintain service excellence.</li><li>Lead and coordinate the management of legal disrepair claims, liaising with legal representatives and contractors to ensure compliance with Civil Procedure Rules.</li><li>Support the Head of Asset Management in contract management duties, performance monitoring, and budget management for insurance and disrepair activities.</li></ul>Why Join Hyde?Hyde is part of the Hyde Group - one of the UK's leading housing providers, managing and owning around 120,000 homes nationwide. We're committed to building safe, sustainable communities where people can thrive. With a strong social purpose, long-term investment plans, and a focus on innovation, Hyde is a place where you can grow your career while making a real difference.As an Insurance & Claims Officer, we're seeking someone who can bring:<ul><li>Proven experience in insurance management, claims handling, and/or property risk management.</li><li>Strong communication and collaboration skills to engage with internal and external stakeholders.</li><li>A proactive mindset and passion for delivering customer-focused solutions.</li><li>The ability to analyse data, manage complex claims, and oversee contractor performance.</li></ul>The Benefits of Joining Hyde<ul><li>Excellent pension scheme</li><li>Generous holiday allowance</li><li>Life assurance</li><li>Award-winning flexible benefits platform</li><li>Support for learning and career development</li><li>Hybrid working options available</li></ul>Diversity, Inclusion & AccessibilityEquity, diversity, and inclusion are at the heart of who we are at Hyde. We're committed to creating a workplace where everyone feels respected, valued, and able to be their authentic selves. By embracing different perspectives, backgrounds, and experiences, we unlock innovation and reflect the diverse communities we serve. At Hyde, inclusivity isn't a one-off initiative - it's embedded in our culture and central to how we work every day.As a Disability Confident Employer, we're committed to providing reasonable adjustments throughout the recruitment process and beyond.We reserve the right to close this advert early if a suitable candidate is identified.

Insurance and Claims Officer FTC

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