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Pensions and Benefits Consultant

  • Salary: £50000 - £65000 per annum
  • Location: West Midlands
  • Sector: Employee Benefits
  • Job type: Permanent
  • Date posted:
    10 Sep 2019
  • Job reference: 33219

Interested in progressing your career within corporate client management, within the workplace pensions and benefits marketplace?

We are partnered with a leading employee benefits intermediary in the search for an experienced Consultant to take ownership of an existing client portfolio. You will be tasked with managing and retaining your client portfolio, identifying new consulting opportunities within your clients and working with internal operations teams to ensure the proficient delivery of service.
Experience of consulting across workplace pensions, group risk, health and well-being schemes is essential and relevant qualifications from CII (DipPFS, IF7, IF1, GR1) are desirable.


  • Develop relationships with existing clients, arranging meetings to fact-find and consult on market trends and align benefits to address
  • Formulate and execute on agreed business plan to retain and grow portfolio
  • Maintain contact with key Partners, introducers and internal to assist with market reviews, recommendation reports, re-broking, provider relationships and support with client management
  • Work with internal teams to maintain proficient client delivery
  • Attend various industry events to network and promote the wider employee benefits proposition
  • Keep up to date with current and future trends, reporting back on findings to management

What we're searching for

  • Experience of working with corporate-sized clients on benefits management
  • Technical background across workplace pensions, health, risk and well-being marketplace, products and service
  • Track record within employee benefits and delivery against agreed income and client-development targets
  • Self-starting individual, who's able to generate, progress, consult and close on new business opportunities
  • Excellent commercial awareness and industry knowledge

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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