Employee Benefits Consultant

6 months ago

Cheltenham, United Kingdom Attivo Group Full time

**Employee Benefits Consultant - Hybrid (2 days per week in Office)**

**About Attivo**:
Attivo are Lifestyle Financial Planners.

We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

**About the role**:
The Employee Benefits Consultant will be managing & implementing the employee benefits for both our new and existing corporate clients. Managing this, you will be ensuring exceptional customer satisfaction is met at all times, allowing all stakeholders to be communicated of the service standards.

This role involves being the primary contact for all corporate clients here at Attivo, including the clients employees, addressing inquiries all the while maintaining the highest standard of client relations. Supporting each step of the process, you will be assisting the Head of Corporate in providing key advice on Employee Benefit Schemes, completing documents ready for presentations and meetings with all clients.

**About you**:
As the main point of contact for all client and employee inquiries, you excel in ensuring high service standards are met, providing first class service to our existing long-standing clients, along with fostering this standard with any new corporate clients. You are skilled in preparing and delivering detailed presentations to prospective clients about our services, implementing new employee benefit schemes and conducting informative individual meetings on topics like pension arrangements, investment risks, and insurance schemes.

Your ability to work closely with the Corporate team to meet client requirements, coupled with your dedication to maintaining Continuous Professional Development (CPD) and compliance with regulatory standards, makes you a valuable asset. You ensure timely business completion, resolve issues efficiently, and support lead generation activities. You maintain thorough product, technical, and regulatory knowledge, preparing detailed reports for the management team as needed.

**Key Responsibilities include**:

- Provide first-class service to create and maintain long-standing relationships with corporate clients of Attivo. Act as the main point of contact for all inquiries from corporate clients and their employees, ensuring service levels are met.
- Prepare and deliver presentations to new prospective corporate clients regarding Attivo’s services, including the implementation of new schemes and ongoing servicing.
- Implement new Employee Benefits Schemes and conduct presentations and individual meetings with employees of new Attivo corporate clients, covering topics such as existing pension arrangements, investment risk attitudes, pension contributions, and potentially details on Death In Service, Private Medical Insurance, Group Income Protection, and Critical Illness schemes.
- Arrange and conduct annual reviews with all members of existing schemes, including updates on fund value, performance, contributions, and any recommended changes to their investment holdings.
- Assist the Head of Corporate in providing advice on Employee Benefit Schemes during presentations and meetings with new and existing clients.
- Support the tender process by completing tender documents for presentation.
- Collaborate with corporate stakeholders, typically within HR and Finance, to agree on a scheme implementation plan.
- Work with the Corporate team to identify and oversee the delivery of any requirements.
- presentations and hold meetings with employees to discuss new schemes, ensuring all regulatory obligations are met.
- Maintain and document Continuous Professional Development (CPD) to withstand external scrutiny.
- Follow through with corporate clients, their employees, and providers to ensure timely completion of business, resolve issues, and support the business in handling complaints.
- Keep corporate clients and their employees informed of progress and support lead generation activities as required.
- Maintain product, technical, and regulatory knowledge, always complying with Compliance Procedures and escalating any breaches or concerns to the Compliance Officer promptly.
- Prepare reports for the management team as required.

**Essen

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