Corporate Benefits Consultant, Financial Planning

Corporate Benefits Consultant, Financial Planning

The role

We’re looking for a Consultant to join our successful Financial Planning team, to specialise in managing a portfolio of business owners, companies, and employers regarding their workplace provisions. The successful candidate will have a Somerset/North Somerset office base to suit their location, which could include Taunton, Yeovil, Weston-super-Mare or Bristol.

You will be actively involved in business development activities, working very closely with the LLP Payroll and Business Services departments to enable development of clients’ holistic needs. The role will extend to all levels of workplace requirements for instance employee pension schemes, auto enrolment, group death in service, and income protection.

What we need from you

• For you to be people oriented, and able to motivate, coach and develop others
• DipPFS qualified, potentially working towards chartered status
• Skills in client care, offering quality advice and service
• A commercial focus, along with experience in a fee-based environment and the ability to make informed decisions.
• Confidence meeting the regulatory aspects of the role, providing compliant advice and reports
• A sound knowledge of workplace pensions, auto enrolment and group DIS
• Presentation and public speaking skills
• A love of networking in order to develop the business and team

What we can give you in return

We offer a fantastic place to work with a competitive and flexible benefits package. This includes:

• A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
• An annual salary review
• Hybrid working
• Payment of any professional subscriptions relevant to your role
• Group pension scheme
• Life assurance, which includes access to a smart health app
• An employee assistance programme for you and your family
• One volunteering day per year
• Cinema society discounts
• GymFlex discounts
• Bupa health and cash plans available
• Electric car and cycle to work schemes

About AG

Albert Goodman is a firm of Chartered Accountants, Tax Consultants and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

We are friendly, fair and forward thinking with a can-do attitude. We collaborate to achieve, and pride ourselves on being trustworthy, progressive and impactful.

Our people are vital to our continued success and we are always looking to train and develop individuals who could be our future Partners and leaders.

Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, and offer an environment where candidates and colleagues feel valued. We ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation. We welcome applicants who can bring new perspectives and experiences, that not only help drive our business forward but make this an exciting firm to be part of.

What sets us apart

A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to develop and evolve your career, no matter which route you want to take.

We form inclusive relationships that deliver. We celebrate difference and empower people to bring new ideas, solutions, and perspectives.

We make a positive difference to those with whom we work, as well as in our communities and the environment, and were immensely proud to have secured B Corp status in 2023.

We were named the Best Companies number one accountancy firm to work for in the UK in 2022, as well as a “World Class Place to Work” in 2024.