Corporate Pension and Employee Benefits Consultant

2 weeks ago


Birmingham, Birmingham, United Kingdom Gallagher Full time
About the Role

We are seeking a dedicated and professional Corporate Pension and Employee Benefits Consultant to join our team at Gallagher.

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

We are looking for a candidate with a minimum of A-Level qualifications including English and Maths (ideally educated to degree level), or equivalent. Relevant professional qualifications, such as Group Risk (CII GR1), Healthcare (CII IF7), Pensions (Pensions Management Institute diploma level), are also desirable. You should have evidence of Continuing Professional Development (CPD) and a good level of technical knowledge of employee benefits consultancy (Corporate DC Pensions, Group Risk, Healthcare). IT literacy, strong consulting skills, and excellent customer service and relationship-building skills are essential.

What We Offer

On top of a competitive salary, great teams, and exciting career opportunities, we also offer a wide range of benefits, including a minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days. We also offer a defined contribution pension scheme, life insurance, income protection, and health cash plan or Private medical insurance. Other benefits include three fully paid volunteering days per year, Employee Stock Purchase plan, Share incentive plan, Critical illness cover, discounted gym membership, season ticket loan, and access to a discounted voucher portal to save money on your weekly shop or next big purchase.



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