We’re looking for a proactive, motivated and people-focused Associate Employee Benefits Specialist to join our growing Omny Benefits team. You’ll work closely with our Employee Benefit Consultants and wider support team to service an expanding client base, providing high-quality support across a range of employee benefit solutions.
This role is ideal for someone at an early stage of their career who is eager to learn, enjoys working in a fast-paced environment, and is looking to build a long-term future within financial services. You’ll benefit from structured training, real responsibility, and a clear pathway into a range of potential roles, including Independent Financial Adviser, Client Management, or Business Consultant positions.
We are not like traditional firms, and you will enjoy being part of a forward-thinking, people-centric organisation with strong growth ambitions and a collaborative culture.
Responsibilities:
- Provide outstanding day-to-day support to clients and their employees
- Assist in producing new business proposals for Employee Benefit Consultants
- Compile scheme renewals, benefit reviews, and client strategy reports
- Support onboarding of new clients and implementation of benefit schemes
- Prepare, proofread, and maintain accurate client documentation and reports
- Respond to client queries via email and telephone in a professional and timely manner
- Work closely with account managers to deliver high-quality client service
- Attend client meetings where appropriate and support relationship management
- Develop technical knowledge across pensions, life assurance, and employee benefits
- Progress through professional qualifications (Diploma in Regulated Financial Planning) with full support
The successful candidate will be able to demonstrate the following:
- A strong desire to build a career
- Excellent attention to detail and organisational skills
- Strong communication skills, both written and verbal
- A proactive, positive, and team-oriented attitude
- Good time management and the ability to prioritise workload effectively
- Confidence working both independently and as part of a team
- Competency in Microsoft Office (Word, Excel, PowerPoint)
- Previous experience in customer service, finance, or insurance is advantageous but not essential
- A degree or strong A-levels are desirable but not required
In return we are offering:
- Basic salary of £25,000 with structured progression
- Clear development pathway into a Consultant/IFA role with future earning potential of £40,000–£60,000+ (OTE £60,000–£90,000+)
- Annual team bonus
- 33 days’ holiday (including bank holidays).
- Monday to Friday (9:00am – 5:00pm) – 35 hour working week
- Comprehensive training programme with weekly development sessions
- Study support including study leave, exam leave, and bonuses for passing exams
- Pension, life insurance, and wellbeing package (including gym, retail, and lifestyle discounts)
- A supportive, social, and collaborative team environment with real career progression opportunities
Interested? Then APPLY now for immediate consideration.