Pensions Consultant

We’re excited to announce an opportunity for talented Pension Consultant to join our Pensions team at Benefiz. This opportunity has been created following the takeover of Benefiz by Towergate Employee Benefits, part of Everywhen, to support the anticipated growth in pension opportunities from existing clients. This role offers the flexibility of being home based, with the occasional travel, approximately twice a year to attend face-to-face meetings and connect with the wider time.

Benefiz is an award-winning independent workplace adviser, helping employers of all sizes offer benefits to their employees. We provide support to our clients typically with broking benefits, communicating benefits and administering benefits.

What does a Pension Consultant here do?

This is an overview and not an exhaustive list of responsibilities. Collaborating with your Line Manager you will develop your own objectives and focus on the following and more :

Directly responsible for the day-to-day client servicing of a portfolio of pension clients.

Act as client’s main point of contact, arranging and participating in meetings and delivery of work in a structured manner including annual review meetings with clients.

Work effectively with client servicing team to deliver work to a high quality, consistently and in a timely manner.

Providing effective support to Senior Client management team.

Prepare, review and sign off reports, presentations and other client communications.

Develop existing fee revenue from clients by maintaining positive client relationship and promoting new services.

Promote the culture, profile and behaviours required to support good customer outcomes.

Oversee specific client projects, including implementation of new pension schemes.

Assist in attaining new clients where appropriate.

Support relationships with external suppliers and providers by maintaining on-going relationships with key contacts to assist the business and clients.

What are we looking for in our next Pension Consultant?

Experience of dealing directly with clients and the ability to manage client expectations with a confident and professional approach.

Demonstrable technical knowledge Group Pension products in the marketplace.

Holds a pensions industry recognised qualification.

Sound knowledge of all Microsoft Applications.

Strong organisational skills.

Ability to work to tight deadlines with a 'can do' flexible approach.

Strong team working skills.

Effective communication both verbally and in writing, including professional telephone manner.

In return you will be welcomed and supported by Benefiz, part of our Everywhen family, with opportunities to learn and grow your career. You will also be joining an organisation that cares about you as a person and your wellbeing. We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future.

So, what are you waiting for? Apply today and one of our team will be in touch.

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Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note : We may close a vacancy prior to the publish end date if the required quality or number of applications has been received.

Note to recruiters and employment agencies : We will not pay for unsolicited CVs from recruiters and employment agencies unless we have a signed agreement and have requested assistance, in writing, for a specific opening.

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