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Contact AFH Wealth Management

AFH Wealth Management

Apply on company site

Employee Benefits Specialist

Bromsgrove, Worcestershire

AFH Wealth Management

Contact AFH Wealth Management

Hours
Full Time
Posted
7 hours ago
Salary
Competitive
Recruiter
AFH Wealth Management
Closes
12 Nov 2025
Course
No
Contract Type
Permanent
Recruiter Type
Direct Employer

Description

Employee Benefits Specialist

AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.

We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits.

Employee Benefits Specialist

The Employee Benefits Specialist will primarily assist advisers and clients by providing efficient and effective research on automatic enrolment and group risk schemes.

As our Employee Benefits Specialist, you will be responsible for:

Articulating our services within a fee agreement and present to advisers within a suitable time frameEvaluating existing pension arrangements and determine ongoing automatic enrolment complianceSupporting advisers and clients with any scheme rectification work requiredArranging conference calls with scheme and payroll providers and clients if deemed necessaryEnsuring Group Risk cover remains suitable through Whole of Market and Renewal researchCompleting and issuing FPR's to advisers within a suitable timeframeProvide technical support and guidance to advisers when making the recommendationRoutinely and consistently follow company procedures and compliance requirementsAccurate record keeping. What we are looking for in our ideal Employee Benefits Specialist:

A solid understanding of Group Risk products in financial services, and their provider processesKnowledge of Auto-enrolment legislationExperience in an IFA environmentExcellent communication skills, maintaining a high level of professional conduct with clients and advisers via telephone, email and written communicationUnderstanding the varying needs of corporate clients whilst providing excellent customer serviceExcellent attention to detail, meticulous and tenacious in ensuring all work produced is accurateA good working knowledge of Excel is necessary. Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service.Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.Health and wellbeing - The MediCash app puts your health in the palm of your hands. Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses. Apply today to register your interest in joining our team, or learn more about the benefits and perks of working at AFH and what it is like to work here via our careers website.

Ad ID: 5417316813

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