Benefits Consultant

2 weeks ago

Woking, Surrey, United Kingdom Gallagher Benefit Services Full time
About the Role

We are seeking a highly skilled Benefits Consultant to join our team at Gallagher Benefit Services. As a key member of our team, you will be responsible for managing a small client portfolio, anticipating and responding to their ongoing and future needs with a timely and flexible approach.

Key Responsibilities:

  • Client Portfolio Management: Manage a small client portfolio, anticipating and responding to their ongoing and future needs with a timely and flexible approach.
  • Financial Control: Assist Consultants in supervising income to ensure budget achievement and financial control over Consultant portfolio and client budgets.
  • Compliance and Governance: Ensure adherence to internal policies, procedures, and applicable laws, rules, and regulations.

About You

  • Minimum of A-Level qualifications including English and Maths (ideally educated to degree level), or equivalent.
  • Studying towards or have acquired the relevant professional qualifications as required for individual role: Group Risk (ie CII GR1); Pensions (ie Pensions Management Institute diploma level).
  • Evidence of Continuing Professional Development (CPD) as required to maintain and improve knowledge and skills.

Technical Knowledge and Understanding

  • Good level of technical knowledge of employee benefits consultancy (eg Corporate DC Pensions / Group Risk / Healthcare) through appropriate industry exams and CPD, including products, markets, the required regulatory standards and their relevance to corporate clients.
  • Maintains industry, sector and technical knowledge.
  • Developing core consulting skills around communication, questioning, listening, report writing and presenting.
  • IT literate – Microsoft Office (Excel, Word, Powerpoint) and relevant internal systems/databases.
  • Ensures that individually and as a firm we "Treat Customers Fairly".
  • Awareness of the regulatory requirements in respect of 'advised' and 'non-advised' sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers.

Experience

  • Demonstrable experience within similar role in Financial Services, or financial services administration.
  • Good customer service and relationship building skills.
  • Strong verbal and written communication skills at all levels, both internally and externally.
  • Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks.
  • High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation.
  • Eligible to work in the UK.

Compensation and Benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of 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.

Other benefits include:

  • Three fully paid volunteering days per year.
  • Employee Stock Purchase plan, offering company shares at a discount.
  • Share incentive plan, HMRC approved, tax effective, stock purchase plan.
  • Critical illness cover.
  • Discounted gym membership, with over 3,000 gyms nationally.
  • Season ticket loan.
  • Access to a discounted voucher portal to save money on your weekly shop or next big purchase.
  • Emergency back-up family care.
  • And many more...

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know.

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