SME Consultant - Risk & Health

Hybrid - Croydon, Manchester, Birmingham and Gloucestershire

The Role:

• We are looking for an experienced Employee Benefits Consultant to join our team. Your primary focus will be delivering our consultancy services to our Corporate Clients and helping with their own programmes.
• Experience across the whole employee benefits arena is desired, however, any areas of specialism would also be of great interest to us especially with in Pensions. You will be expected to support the development of strong client relationships and strategy to continually seek opportunities to grow our client services & revenues. This opportunity will suit an ambitious individual keen to progress.

Responsibilities:

• Manage a portfolio of corporate clients
• Direct contact with clients to resolve queries, support relationship development and to ensure the timely delivery of services;
• Thought leadership on all employee benefits
• Working to review and broaden the services offered to the client
• Deliver a range of services including undertaking market reviews
• Supporting the development of our Employee Benefits proposition
• Support junior consultants in growing in knowledge and confidence
• Attendance and participation at client meetings
• Meet the key financial targets set by the Senior Leadership Team
• Ensuring that the company FCA requirements are fully adhered to (file maintenance, terms of business, key facts documents, claim register, file checklists)
• Peer reviewing and ensuring own work is peer reviewed as appropriate
• Adhering to Corporate Policies and Procedures (CCPs)
• Reporting any suspected breaches to management / compliance department upon discovery.

Experience:

• 3 years plus experience in an Employee Benefits focussed Consultancy role
• Group Risk (GR1) Healthcare Insurance Products (IF7)Relevant pension qualifications
• Strong technical understanding of employee benefits design and products, with a particular focus on workplace pensions;
• Good commercial awareness
• Experience of new business pitches and tendering
• Must be highly organised with excellent attention to detail;
• Able to prioritise, organise and carry out tasks within deadlines;
• Able to follow process and procedure accurately;