At a Glance
- Tasks: Support and develop corporate client portfolios, advising on employee benefits and pensions.
- Company: Join one of Scotland’s largest independent financial advice firms.
- Benefits: Competitive salary, generous holiday entitlement, and ongoing professional development support.
- Other info: Be part of a collaborative team focused on delivering excellent client outcomes.
- Why this job: Make a real impact by helping SMEs with their employee benefits and workplace pensions.
- Qualifications: 5+ years in financial services with strong knowledge of workplace pensions and employee benefits.
The predicted salary is between 50000 - 60000 £ per year.
Are you an experienced Employee Benefits Consultant who thrives on building lasting client relationships and delivering meaningful outcomes? Are you interested in developing an established portfolio of SME clients with one of Scotland’s largest independent financial advice firms? We are developing our team at Aberdein Considine Wealth and looking for an experienced Employee Benefits Consultant to join our team in Aberdeen, who puts clients at the heart of everything they do.
The opportunity
Collaborating with our established Employee Benefits team and reporting to our Head of Employee Benefits, you will take ownership of a portfolio of corporate clients. You will advise on workplace pensions, group risk, private medical insurance, and a wide range of other employee benefit solutions. This is a full‑time, permanent role.
What the role involves
- You will support and develop a portfolio of corporate clients, delivering a consistently high standard of service while building on existing networks, and promoting our services across Aberdeen and Scotland.
- Managing client relationships to ensure a consistently high standard of service.
- Building on our existing client base, generating referrals, and developing new relationships.
- Advising on new and existing products and plans to meet client needs.
- Delivering 1:1 pension education and guidance sessions with employees, supporting engagement with workplace benefits.
- Presenting confidently at workplace meetings, seminars, and events.
- Travelling regularly to client sites.
- Providing ongoing support to clients on existing plans, including sourcing, reviewing, and recommending suitable benefit solutions.
- Overseeing service delivery from the Employee Benefits Administration team, ensuring all delegated work is completed to a high standard and within agreed timeframes.
Who we are looking for
- An experienced consultant within financial services, specialising in workplace pensions and employee benefits, with at least 5 years’ experience (10+ preferred).
- Strong technical knowledge of workplace pensions, group risk, private medical and associated legislation.
- A confident communicator, comfortable presenting to clients and managing senior stakeholder relationships.
- Highly organised and detail‑oriented, with strong Microsoft Office skills and experience maintaining accurate records.
- Committed to working within regulatory frameworks and delivering excellent client outcomes.
Why join us?
- Aberdein Considine Wealth has built a strong reputation supporting SMEs across the UK for decades.
- Join a trusted firm with an established and loyal client base.
- Be part of a collaborative, experienced, and supportive team.
- Play a key role in developing and growing our Employee Benefits offering.
- Work in a values‑driven environment focused on delivering good client outcomes.
Ready to take the next step? We would love to hear from experienced professionals who are enthusiastic about employee benefits, committed to delivering excellent client service, and keen to play a role in developing our business further. For the right candidate, AC Wealth offers a competitive salary and benefits package, including generous holiday entitlement and ongoing CPD support. If you would like to be considered for this opportunity, please send your CV to info@acwealth.co.uk (no agencies please).
Employee Benefits Consultant employer: AC Wealth
Aberdein Considine Wealth is an excellent employer, renowned for its commitment to client-centric service and employee development. Located in Aberdeen, the firm offers a collaborative work culture, competitive salary, generous holiday entitlement, and ongoing professional development opportunities, making it an ideal place for experienced Employee Benefits Consultants to thrive and grow their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Employee Benefits Consultant
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, seminars, and workshops related to employee benefits. Building relationships can lead to referrals and job opportunities that aren't even advertised.
✨Show Off Your Expertise
When you get the chance to present or speak, make it count! Share your knowledge on workplace pensions and employee benefits confidently. This not only showcases your skills but also positions you as a go-to expert in the field.
✨Follow Up Like a Boss
After meeting potential clients or employers, don’t just leave it at 'nice to meet you'. Send a quick follow-up email thanking them for their time and reiterating your interest. It keeps you fresh in their minds and shows your enthusiasm.
✨Apply Through Our Website
If you're keen on joining our team at Aberdein Considine Wealth, make sure to apply through our website. It’s the best way to ensure your application gets the attention it deserves, and we love seeing candidates who are proactive!
We think you need these skills to ace Employee Benefits Consultant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Employee Benefits Consultant. Highlight your experience with workplace pensions and employee benefits, and don’t forget to mention any client relationship successes you've had!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for employee benefits and how you can contribute to our team. Be sure to mention why you’re excited about working with Aberdein Considine Wealth.
Showcase Your Communication Skills:As a consultant, strong communication is key. In your application, give examples of how you've effectively presented to clients or managed stakeholder relationships. We want to see that you can engage and educate!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at AC Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of workplace pensions, group risk, and private medical insurance. The interviewers will likely ask you specific questions about these areas, so being well-versed in the latest legislation and trends will show that you're the expert they need.
✨Showcase Your Client Relationship Skills
Since this role is all about building lasting client relationships, be prepared to share examples of how you've successfully managed client portfolios in the past. Highlight any strategies you've used to generate referrals or develop new relationships, as this will demonstrate your ability to thrive in their environment.
✨Practice Your Presentation Skills
You'll need to present confidently at workplace meetings and seminars, so practice your presentation skills ahead of time. Consider doing a mock presentation with a friend or family member to get comfortable speaking about employee benefits and engaging an audience.
✨Be Organised and Detail-Oriented
The role requires strong organisational skills and attention to detail. Bring along examples of how you've maintained accurate records and managed multiple tasks effectively in previous roles. This will reassure the interviewers that you can handle the demands of the position.