Corporate Pension and Employee Benefits Consultant

1 week ago

Birmingham, Birmingham, United Kingdom Gallagher Benefit Services Full time
Job Overview

We are seeking a dedicated and professional Corporate Pension and Employee Benefits Consultant to join our team at Gallagher Benefit Services. This role involves providing timely and accurate support for Consultants and Management in all aspects of their work with corporate clients.

As a member of our team, you will assume responsibility for and develop a small corporate client portfolio by providing high-quality advice and consultancy within an agreed budget. Your goal will be to not only meet but exceed both internal and external client expectations.

Key Responsibilities

  • Manage a small client portfolio, anticipating and responding to clients' ongoing and future needs with a prompt and flexible approach.
  • Demonstrate up-to-date technical employee benefits knowledge, advising clients as required.
  • Provide proactive and effective support to Consultants and Management, allowing them to develop new business opportunities.
  • Maintain and develop strong relationships with both new and existing corporate clients.
  • Assist with client scheme renewals, working closely with the Consultant and administration teams.
  • Acquire detailed knowledge of all technical aspects of corporate schemes, providing guidance to clients.
  • Support clients and scheme members with new enquiries, client correspondence, and information requests.
  • Prepare and finalize client reports and PowerPoint presentations in conjunction with the Lead Consultant.
  • Provide support in campaign management and meeting preparation, including liaising with insurers, administration teams, and clients.
  • Achieve and exceed revenue targets through the retention of existing clients.
  • Ensure all clients are profitable and serviced on the agreed standard/bespoke pricing basis.
  • Assist Consultants in monitoring income to ensure budget achievement and financial control.
  • Proactively identify and progress new business/income opportunities with clients.
  • Ensure adherence to the firm's engagement and re-engagement procedures.
  • Maintain a diary management system for yourself and the Consultant to enable efficient oversight and intra-team workflow.
  • Manage action points from meetings and ensure all client deadlines and service levels are met.

About You

  • Minimum of A-Level qualifications including English and Maths (ideally educated to degree level), or equivalent.
  • Studying towards or have obtained relevant professional qualifications: Group Risk (CII GR1), Healthcare (CII IF7), Pensions (Pensions Management Institute diploma level).
  • Evidence of Continuing Professional Development (CPD).
  • QCF Level 4 (Diploma level PFS or PMI) qualification.
  • Good level of technical knowledge of employee benefits consultancy (Corporate DC Pensions, Group Risk, Healthcare).
  • IT literate – proficient in Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases.
  • Strong consulting skills in communication, questioning, listening, report writing, and presenting.
  • Awareness of regulatory requirements in respect of 'advised' and 'non-advised' sales.
  • Demonstrable experience within a similar role in Financial Services or financial services administration.
  • Excellent customer service and relationship-building skills.
  • Strong verbal and written communication skills at all levels.
  • Excellent organizational skills with the ability to work to tight deadlines and manage multiple tasks.
  • High level of accuracy and attention to detail in all areas of work.

Compensation and Benefits

  • Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days.
  • Defined contribution pension scheme, which Gallagher will also contribute to.
  • Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x.
  • Income protection, we'll cover up to 50% of your annual income, with options to top-up.
  • Health cash plan or Private medical insurance.

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