At a Glance
- Tasks: Support and develop corporate client portfolios while delivering top-notch service.
- Company: Join one of Scotland’s largest independent financial advice firms.
- Benefits: Competitive salary, generous holiday entitlement, and ongoing professional development support.
- Other info: Collaborative team environment focused on delivering excellent client outcomes.
- Why this job: Make a real impact in employee benefits and build lasting client relationships.
- 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).
(Trainee) Employee Benefits Consultant employer: AC Wealth
Aberdein Considine Wealth is an exceptional 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.