Health & Benefits Consultant in Cheltenham

About Attivo: Attivo are Lifestyle Financial Planners. We’re a privately owned company. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.

Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.

About the role: As a Health & Benefits Consultant, you will be responsible for managing and implementing employee benefits solutions for both new and existing corporate clients, delivering a consistently high standard of customer service. Acting as a primary point of contact, you will build and maintain long‑term client relationships, supporting corporate stakeholders across People and Finance to design, implement and review effective benefit schemes. The role involves presenting Attivo’s services to prospective clients, supporting the Head of Corporate during pitches and meetings, and overseeing the successful implementation and ongoing servicing of benefit arrangements across group risk, healthcare, wellbeing and employee assistance programmes. You will collaborate closely with internal teams and external providers, support tender activities, ensure regulatory compliance and maintain CPD requirements, while proactively managing client communications, resolving issues and contributing to business development and reporting as required.

About you: You are a client‑focused Health & Benefits professional with a strong background in employee benefits and a passion for delivering high‑quality advice and service. With at least three years’ experience in financial services, specifically within employee benefits, you are confident managing multiple client relationships, implementing schemes to agreed timelines and delivering presentations that convert prospects into long‑term clients. You take pride in maintaining excellent retention and satisfaction levels, completing robust annual reviews, and resolving issues efficiently and compliantly. Highly organised and commercially minded, you are comfortable supporting new business activity through tenders, lead generation and CRM management, while also contributing to marketing initiatives and management reporting. You hold (or are actively progressing) the required industry qualifications, maintain up‑to‑date CPD, and approach your work with professionalism, attention to detail and a strong commitment to regulatory compliance and continuous improvement.

Key Responsibilities include:

• Provide first-class service to create and maintain long-standing relationships with corporate clients of Attivo.
• Act as the main point of contact for all inquiries from corporate clients and their employees, ensuring service levels are met.
• Prepare and deliver presentations to new prospective corporate clients regarding Attivo’s services, including the implementation of new schemes and ongoing servicing.
• Implement new Employee Benefits Schemes and conduct presentations and individual meetings with employees of new Attivo corporate clients, covering topics such as existing pension arrangements, investment risk attitudes, pension contributions, and potentially details on Death In Service, Private Medical Insurance, Group Income Protection, and Critical Illness schemes.
• Arrange and conduct annual reviews with all members of existing schemes, including updates on fund value, performance, contributions, and any recommended changes to their investment holdings.
• Assist the Head of Corporate in providing advice on Employee Benefit Schemes during presentations and meetings with new and existing clients.
• Support the tender process by completing tender documents for presentation.
• Collaborate with corporate stakeholders, typically within HR and Finance, to agree on a scheme implementation plan.
• Work with the Corporate team to identify and oversee the delivery of any requirements.
• Presentations and hold meetings with employees to discuss new schemes, ensuring all regulatory obligations are met.
• Maintain and document Continuous Professional Development (CPD) to withstand external scrutiny.
• Follow through with corporate clients, their employees, and providers to ensure timely completion of business, resolve issues, and support the business in handling complaints.
• Keep corporate clients and their employees informed of progress and support lead generation activities as required.
• Maintain product, technical, and regulatory knowledge, always complying with Compliance Procedures and escalating any breaches or concerns to the Compliance Officer promptly.
• Prepare reports for the management team as required.

Essential skills and experience:

• At least 2 years of experience in the Financial Services industry, specifically with employee benefit schemes.
• Good knowledge of group pensions.
• A good standard of general education, ideally a minimum of 5 GCSEs grade A-C (6) or equivalent, including English and Mathematics.
• CII Diploma or equivalent, or significant progress towards this qualification.

Desirable skills and experience:

• A university degree would be an advantage.

Salary and benefits: Negotiable depending on qualification and experience. Attivo also offers:

• Non-contributory Pension Scheme
• Private Medical Insurance
• Cashplan Income Protection
• Critical Illness
• Death in Service
• Generous holiday allowance, rising with length of service
• Work from home and flexible working available
• Excellent culture, promoting employee wellbeing and engagement.

Recruitment Policy: Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.