Wealth Management Planning Consultant supporting high - net - worth clients at Fidelity through personalized financial strategies. Handling client inquiries and collaborating with Advisors to enhance service offerings.
About the role
- Employee Benefits Consultant responsible for managing Group Risk and PMI clients, maintaining relationships, and driving portfolio growth. Clear development paths in a market-leading healthcare business.
Responsibilities
- Manage and support a portfolio of Group Risk and PMI clients
- Drive growth within your portfolio while anticipating your clients’ needs
- Communicating with your portfolio via Teams calls
- Build strong, long term relationships with clients and insurers
- Evolve new product lines and develop dual expertise with full support
- Maintain accurate and compliant client documentation
Requirements
- Experience in either Group Risk or PMI as a minimum
- A positive attitude and willingness to learn both product areas
- Strong communication and relationship building skills
- Good organisation and attention to detail
- Confident using Microsoft Office
Benefits
- A clear and supported dual skilling development journey
- Full training and ongoing coaching from industry experts
- Real progression opportunities across the wider business
- A friendly and inclusive team focused on your success
- A wide range of employee benefits
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