Employee Benefits Consultant

Salary - Dependent on experience (range shown for advertising purposes only)

Location: Leeds or Manchester / Hybrid

Bartlett Employee Benefits is continuing to grow and we are looking for an Employee Benefits Consultant with a track record of delivering exceptional client service to join its Consulting Team. We have very high client retention, and as a key point of contact for client relationships, we are looking for a new team member who is aligned with our values of client centricity and continuous improvement.

Our team is the most important part of our success and we pride ourselves on providing all of our colleagues with the necessary tools and training to thrive and become experts in their field. All of our staff have access to a wide range of learning and development resources, including mentoring, technical training, personal development and formal exams. There is a wealth of opportunity for career progression if this is of interest to the right candidate.

Responsibilities

• You will provide high quality and accurate advice to our clients across Workplace Pensions, Group Risk, Healthcare and our Employee Benefits Platform.
• Producing written advice to clients that is relevant, accurate and comprehensive.
• Managing a renewal portfolio ensuring timely completion of benefit renewals with excellent client outcomes.
• Developing and maintaining long-term relationships with clients and enhancing service delivery.
• Delivering new business sales in line with agreed annual targets from both existing and new relationships.
• Creating business development plans and identifying strategies to enable the business to meet its targets.
• Supporting and/or leading the development of new propositions to generate increased revenue.
• Identifying and analysing industry trends and developments to establish emerging client needs and business opportunities.
• Playing an active role in activities and initiatives aimed at promoting products and services in the marketplace.
• Providing coaching and mentoring support to colleagues.

Ideal Candidate

• You'll have proven experience advising across some of the different areas of Employee Benefits e.g. Group Risk, Healthcare, Flexible Benefits, Pensions. Training will be provided for any areas where you have limited or no experience.
• A track record of generating new business sales in an Employee Benefits role would be preferred.
• You are committed to self-development and technically minded.
• You have an excellent knowledge of products and prioritisation of needs and best advice along with a thorough understanding of all regulatory aspects impacting upon this area.
• You are passionate about delivering exceptional service.
• You have a strong commercial awareness and experience of discussing fees with clients.

Rewards

We offer very competitive salaries and a market leading benefits package.

• Competitive salary (based on experience)
• Generous holiday allowance starting at 25 days plus bank holidays, increasing up to 27 days with service, along with the ability to purchase more days and volunteering days
• 7% employer pension contributions
• Private Medical Insurance
• Income Protection
• Life Assurance
• Cycle to Work Scheme
• Free Onsite Gym
• £500 wellbeing allowance to spend on health related items (including our inhouse personal trainers/health apps/health screenings/books/subsidised yoga classes/dedicated wellbeing team)
• Electric Car Scheme with free onsite electric charge points
• Dedicated professional training budget
• Staff discounts on insurance products and financial planning services

About Bartlett Group

Established in 1940, Bartlett is one of the UK's leading insurance brokers and financial advisers.

Recognised for our enduring focus on clients and employees, in the last 5 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK's #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.

Today, the business is proudly managed by the third generation of the Bartlett family, acting for businesses across the UK – from regional firms to large multi-national employers. With an eye to the next decade (as opposed to the next quarter), we're perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role. And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our pre-tax profits to support grassroots organisations. In the last four years alone, we've raised over a million pounds to support some incredible causes.

Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 14 days, you have been unsuccessful on this occasion. Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE

Job Types: Full-time, Permanent

Pay: £44,568.00-£73,892.60 per year

Benefits:

• Additional leave
• Company car
• Company events
• Company pension
• Employee discount
• Enhanced maternity leave
• Enhanced paternity leave
• Financial planning services
• Free flu jabs
• Health & wellbeing programme
• Life insurance
• On-site gym
• Private medical insurance
• Referral programme
• Sick pay
• Work from home

Work Location: In person