Exciting time to join: 

Join our growing team at One Financial Solutions, Are you a detail-driven professional with 2+ years of experience in employee benefits? Do you enjoy working with a variety of organisations, from small businesses to large
corporations, helping them tailor the perfect benefits package?
 

Why Join Us?
 ✔ Independent, client-focused financial advice firm
 ✔ Working alongside the Strategic Partnership & Operations Directors 
✔ Collaborative, professional, and ambitious work environment
 

What You’ll Be Doing:
 ✅Engaging with organisations of all sizes, understanding their needs and sourcing the best employee
 benefits solutions
 ✅Working closely with the Strategic Partnership Director and Operations Director to design tailored
 benefits packages
 ✅Going to market to obtain and compare quotations for group life, health insurance, and cash plans
 ✅Compiling detailed market research reports and presenting insights
 ✅Liaising with clients and insurers to support scheme underwriting and claims
 ✅Managing new business applications and renewals efficiently
 ✅Producing clear, insightful suitability reports with tailored recommendations
 ✅Handling general admin and responding to ad hoc queries

 What We’re Looking For:
 🔹2+ years’ experience in a similar role (essential!)
 🔹 Ability to build strong relationships with clients, insurers, and internal teams
 🔹Strong attention to detail and excellent organisational skills
 🔹A proactive, problem-solving mindset with a client-first approach
 🔹Confident working in a fast-paced environment with multiple projects
 

Desirable Qualifications:
 🎓
 Minimum 2 years of experience in financial services but not essential

One Financial Solution is an independent financial planning firm that prioritises people over money. They focus on helping individuals protect their loved ones and achieve personal goals through clear and values-driven financial planning. The firm offers nationwide coverage while maintaining a family-like atmosphere, empowering clients to pursue their life’s purpose and financial wellbeing. Their approach centres on understanding where clients are today, where they want to be in the future, and creating a tailored plan to help them achieve their dreams and goals. One Financial Solution is an independent financial planning firm that prioritises people over money. They focus on helping individuals protect their loved ones and achieve personal goals through clear and values-driven financial planning. The firm offers nationwide coverage while maintaining a family-like atmosphere, empowering clients to pursue their life’s purpose and financial wellbeing. Their approach centres on understanding where clients are today, where they want to be in the future, and creating a tailored plan to help them achieve their dreams and goals.