[Remote] Corporate Benefits Junior Consultant / Financial Planner

Note: The job is a remote job and is open to candidates in USA. Radiant Financial is seeking a motivated Corporate Benefits Junior Consultant to join their growing team. In this client-facing role, you will manage a portfolio of corporate clients, providing expert advice on pensions, employee benefits, and financial planning while driving new business opportunities. Responsibilities • Develop and implement strategic benefit plans tailored to client needs • Lead annual pension governance and review group risk and PMI schemes • Organise and run employee and executive 1:1 sessions for advice and guidance • Collaborate with advisor teams to identify new opportunities within the portfolio • Grow your existing client portfolio through proactive relationship management • Convert new leads into long-term corporate and individual clients • Build and manage a pipeline of new business opportunities • Ensure all activity meets FCA regulations and internal compliance standards • Maintain accurate client agreements and documentation • Keep detailed records in the CRM system Skills • Experienced • Strong understanding of DC pensions, group risk, and PMI (training provided if needed) • Familiarity with auto-enrolment legislation and wellbeing strategies • Experience with digital benefits platforms and HR tech solutions • Experience managing a corporate benefits portfolio • Excellent communication and relationship-building skills • Confident presenter and negotiator • High integrity and professionalism • Able to work independently and collaboratively • Proficient in Microsoft Office and CRM systems • All applicants must be willing to undergo background screening, including police and bankruptcy checks • Level 4 Diploma, RDR Qualified (highly desirable) • Training in group risk, healthcare, and pensions will be provided Benefits • Work-life balance: Early finish every Friday at 2:15pm + flexible hybrid working • Generous time off: 28 days holiday + bank holidays + your birthday off • Financial security: 4x salary death-in-service cover, up to 5 years income protection, and 5% employer-matched pension contributions • Health & wellbeing: MediCash benefits including 24/7 GP access, mental health support, and retail discounts • Career development: Access to the Radiant Academy for structured training and progression • Team culture: A collaborative, approachable group of professionals who value excellence and support Company Overview • Radiant Financial offers a truly holistic advice service, providing a breadth of services to companies. It was founded in 2000, and is headquartered in Market Harborough, Leicestershire, GBR, with a workforce of 51-200 employees. Its website is https://www.radiantfinancialgroup.co.uk/. Apply Now Apply Now