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Employee Benefits Advisor
3 months ago
Position Overview:
We are seeking a knowledgeable Employee Benefits Advisor to enhance our consultancy offerings. Your main responsibility will be to provide expert guidance to our Corporate Clients, assisting them in optimizing their employee benefits programs.
A comprehensive understanding of the employee benefits landscape is essential, with particular emphasis on Pensions. You will play a crucial role in nurturing robust client relationships and devising strategies to identify and capitalize on opportunities for expanding our service offerings and revenue streams. This position is ideal for a driven professional eager to advance their career.
We value flexibility in the workplace, so please discuss your working preferences with us. We operate from multiple locations, allowing for remote work or access from various offices. Frequent travel to the London area is required.
Key Responsibilities:
- Oversee a portfolio of corporate clients
- Engage directly with clients to address inquiries, foster relationship growth, and ensure timely service delivery;
- Provide thought leadership in all aspects of employee benefits
- Assess and enhance the services provided to clients
- Conduct market reviews and deliver a variety of services
- Contribute to the development of our Employee Benefits offerings
- Mentor junior consultants to enhance their expertise and confidence
- Attend and actively participate in client meetings
- Achieve financial targets established by the Senior Leadership Team
- Ensure compliance with FCA requirements (file maintenance, terms of business, key facts documents, claim register, file checklists)
- Conduct peer reviews and ensure compliance with review processes
- Adhere to Corporate Policies and Procedures (CCPs)
- Report any suspected compliance breaches to management or the compliance department.
Required Experience:
- Minimum of 3 years in an Employee Benefits consultancy role with a focus on pensions;
- Relevant qualifications in Group Risk (GR1) and Healthcare Insurance Products (IF7)
- Strong technical knowledge of employee benefits design and products, particularly workplace pensions;
- Solid commercial acumen
- Experience in new business presentations and proposals
- Highly organized with exceptional attention to detail;
- Ability to prioritize and manage tasks effectively within deadlines;
- Proficient in following processes and procedures accurately;
- Strong numeracy and literacy skills;
- Proactive team player;
Additional Information:
In addition to a competitive salary, we offer a range of benefits including:
- Generous holiday allowance with the option to purchase additional days
- Death in Service benefit of four times salary
- Company pension scheme
- Enhanced maternity and paternity leave
- Flexible benefits package to customize your overall compensation
- Access to discounts on technology, entertainment, travel, and more
- Referral programs
- Discounted rates on PIB products
- Comprehensive employee benefits and welfare support, including financial management assistance, health screenings, and more
- Opportunities for professional development through our learning and development framework
- Participation in our PIB Community Trust for charitable fundraising
- Commitment to reducing our environmental impact through various initiatives.