Associate Employee Benefits Consultant

As an Associate Consultant at GBS, you will have the opportunity to support Consultants and Management, providing excellent service to our corporate clients. This role is crucial in maintaining and growing a portfolio of corporate clients, offering outstanding advice and exceeding client expectations.

How you’ll make an impact

• Client Portfolio Management: Manage a small client portfolio, anticipating and responding to their ongoing and future needs with a timely and flexible approach. Ensure consistent delivery of outstanding service to meet and exceed client expectations.

• Technical Knowledge: Maintain an up-to-date and comprehensive understanding of technical employee benefits. Provide expert advice within designated Permitted Areas of Activity as confirmed by line management/Compliance.

• Support for Consultants and Management: Proactively support Consultants and Management in all aspects of their work with corporate clients, enabling them to develop new business opportunities.

• Relationship Development: Cultivate and maintain positive relationships with both new and existing corporate clients. Develop effective internal and external connections to support the delivery of an efficient, professional service in accordance with service agreements.

• Scheme Renewals: Assist with client scheme renewals, collaborating closely with Consultants and administration teams.

• Client Guidance: Acquire detailed knowledge of all technical aspects of corporate schemes. Work with administration teams and directly with clients to provide guidance on all aspects of clients’ schemes.

• Client Support: Provide support to clients and scheme members via telephone or in person. Handle new enquiries, client correspondence, and information requests as necessary.

• Report Preparation: Prepare and finalize client reports and PowerPoint presentations in conjunction with the Lead Consultant.

• Aid in campaign management and meeting preparation: coordinating with insurers, admin team, and clients; scheduling meetings, clinics, and seminars; compiling and sharing meeting agendas, packs, and presentations; briefing Consultant prior to meetings; attending client meetings as requested.

• Revenue Goals: Meet and surpass revenue goals by keeping existing clients. Ensure all clients are profitable and serviced with customized pricing that meets their specific needs.

• Financial Control: Assist Consultants in supervising income to ensure budget achievement and financial control over Consultant portfolio and client budgets.

• New Business Opportunities: Proactively assist the Consultant in identifying and progressing new business/income opportunities with clients.

• Compliance and Governance: Ensure adherence to internal policies, procedures, and applicable laws, rules, and regulations. Take ownership for remedial action planning and execution in conjunction with relevant guides within the firm.

• Minimum of A-Level qualifications including English and Maths (ideally educated to degree level), or equivalent

• Studying towards or have acquired the relevant professional qualifications as required for individual role: Group Risk (ie CII GR1); Healthcare (CII IF7); Pensions (ie Pensions Management Institute diploma level)

• Evidence of Continuing Professional Development (CPD) as required to maintain and improve knowledge and skills

Desirable:

• QCF Level 4 (Diploma level PFS or PMI) qualification

Technical knowledge and understanding

• Good level of technical knowledge of employee benefits consultancy (eg Corporate DC Pensions / Group Risk / Healthcare) through appropriate industry exams and CPD, including products, markets, the required regulatory standards and their relevance to corporate clients. This aspect will be developed with training over time

• Maintains industry, sector and technical knowledge

• Developing core consulting skills around communication, questioning, listening, report writing and presenting

• IT literate – Microsoft Office (Excel, Word, Powerpoint) and relevant internal systems/databases

• Ensures that individually and as a firm we "Treat Customers Fairly"

• Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers, * Demonstrable experience within similar role in Financial Services, or financial services administration

• Good customer service and relationship building skills

• Strong verbal and written communication skills at all levels, both internally and externally

• Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks

• High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation

• Eligible to work in the UK

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra daysDefined contribution pension scheme, which Gallagher will also contribute to</s