Job details



Head of Client Relations (UK) – International Employee Benefits – North West                                                                                               Salary £50K (reviewable after 6 months) – OTE 1st year £75K                                                           Director/Equity potential                                                                                                                                              

Our client is a prestigious, international Financial Services organisation, operating as a group of individual, specialist companies. The Group has been established  for over 30 years, throughout which time it has grown organically & via acquisition. The company provides financial planning advice & services in the UK & overseas for private clients, companies & their employees. Its Head Office is in the North West of England, with offices elsewhere in Europe, Australia, South Africa & USA.

The company is now seeking to appoint a Head of Client Relations in respect of its International Employee Benefits division, based at its UK Head Office in the North West of England. Key responsibilities will include:

  • Managing relationships with the company’s important clients
  • Managing relationships with the company’s International partners and other branches of its International EB business, in  France, Holland & Canada
  • Managing a client-facing Adviser in the UK
  • Recruiting additional UK Advisers
  • Instigating and executing a process for winning EB business in the UK
  • Advising major clients in the UK
  • Annual sales trips to USA, meeting clients and introducers in Boston, Washington, NYC & San Francisco
  • One or two trips a year to Holland to meet JV partners
  • Reporting to the CEO, who is based in Holland
  • Liaising with the Group Admin Manager to ensure all admin tasks are completed


Key skills, experience & qualifications required:

  • At least 5 years’ solid experience in an EB advisory environment
  • Some relevant qualifications would be helpful e.g. Certificate in Insurance; IF7; IF8; GRI etc. but are not essential – experience & track record are equally important
  • Articulate, with excellent communication & relationship management skills
  • Strong influencing skills
  • Leadership potential or experience
  • Strong organisational skills

Remuneration & benefits:

  • Salary £50K, reviewable after 6 months (likely increase 10%+)
  • Car allowance £3,000 pa
  • Profit related bonus – OTE in first year £75K
  • Potential for Directorship/Equity
  • 4Xsalary DIS benefit; PMI; Pension
  • Financial  assistance for relocation

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