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Associate Consultant

  • Salary: £30000 - £40000 per annum + Benefits package
  • Location: Birmingham, West Midlands
  • Sector: Employee Benefits
  • Job type: Permanent
  • Date posted:
    18 Jul 2018
  • Job reference: 31203

We are partnered with a leading Broker in the search for an Associate Consultant to join their established employee benefits team in Birmingham. Specialising in delivering innovative products and services across a plethora of employee benefits including workplace pensions, group risk and healthcare and flexible benefits; our client is looking for an individual with experience of working with group personal pensions and projects, in an Associate Consultant capacity.

Primary focus on this opportunity will be to provide consultancy services to an existing portfolio of SME clients, whilst supporting the development of new client opportunities across a designated territory.


Key responsibilities

  • Grow and retain a portfolio of assigned SME accounts across a designated region
  • Responsible for delivering on an income target as well as an account management target
  • Build rapport with both clients and providers through a knowledge of their schemes and regular contact
  • Preparing recommendation reports for group personal pensions and master trust schemes
  • Drafting governance reports and obtaining terms from pension providers
  • Provide support to Advisors and the client-facing team with meeting and report preparation, obtaining illustrations and administering new business including compliance requirements
  • Provide reactive support to a portfolio of client queries, resolving and escalating where required
  • Provide support to Advisors with renewal projects, market reviews, meeting preparation and follow-up actions
  • Develop knowledge of wider employer benefits products and the market including internal and external training and, where agreed, qualifications.

With a distinctive route to market and plans for dual growth both organically and via acquisition; this is an exciting time to be joining a recognised EB consultancy with such a solid vision.

If you have previous experience of working as an Associate, or have experience of working in a similar capacity within employee benefits, we would be keen to hear from you.

Competitive salary on offer of £30-40K plus benefits package.

Please apply for immediate consideration.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

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