Current Vacancies
Associate
Role Objective
The Associate is an understudy to the Account Director role and supports the team into driving more revenue into the business.
Responsibilities
The position will be an incredibly varied and interesting support role and will involve but is not exclusive to:
New business strategy
Creating new business meetings for the Director to attend:
- Running sector campaigns
- Cold calling
- Organising seminars
- Organising events
Supporting the Director through the sales process including:
- Drafting presentations
- Assisting on pitches to prospects
- First draft of tenders
- Creative input on how to position the solution
- Organising resource
- Building demo sites
Marketing
Analysis
- Our client base
- Industries
- Research
- Legislation
- KPI analysis and reporting on Account Director activity
Account Management
- Exposure to blue chip clients with high expectations of service levels
- Exposure to high net worth individuals
- Employee Presentations and Benefit Enrolments
Brokerage
- Benchmarking
- Provider liaison
In return they will be rewarded with:
- Exposure to interesting and varied work with global brands
- Exposure to sales, consulting, brokerage, technology and account management
- The opportunity to rotate through the business as part of the graduate programme
- The opportunity to study CFP and become regulated by the Financial Services Authority
- The life skills needed for a successful future career
