At a Glance
- Tasks: Manage and implement employee benefits solutions for corporate clients with top-notch service.
- Company: Join Attivo, a transparent and client-focused financial planning company.
- Benefits: Enjoy flexible working, generous holidays, and comprehensive health benefits.
- Other info: Dynamic hybrid work environment with a strong emphasis on employee wellbeing.
- Why this job: Make a real difference in employees' lives while building lasting client relationships.
- Qualifications: 2+ years in financial services with a focus on employee benefits; industry qualifications preferred.
The predicted salary is between 35000 - 45000 £ per year.
About Attivo
Attivo are Lifestyle Financial Planners. We’re a privately owned company that values transparency and client focus, offering dedicated financial planning and support.
About the Role
As a Health & Benefits Consultant, you will manage and implement employee benefits solutions for corporate clients, ensuring high-standard customer service and building long‑term relationships.
Key Responsibilities Include:
- Provide first‑class service to create and maintain long‑standing relationships with corporate clients of Attivo and act as the main point of contact for all inquiries from corporate clients and their employees.
- 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.
About You
You are a client‑focused Health & Benefits professional with a strong background in employee benefits, highly organized, commercially minded, and committed to regulatory compliance. You hold or are actively progressing the required industry qualifications, maintain up‑to‑date CPD, and have at least three years’ experience in financial services within employee benefits.
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.
- 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. Please be aware that any offer of employment will be subject to satisfactory completion of pre‑employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check. Attivo does not use recruitment agencies and we respectfully ask that agencies do not contact us with regard to posts advertised on this site.
Privacy Policy:
Please visit our website to view our full privacy policy for prospective employees.
Health & Benefits Consultant in Cheltenham employer: Attivo
Attivo is an exceptional employer that prioritises employee wellbeing and engagement, offering a supportive work culture where flexibility is embraced with a hybrid working model. As a Health & Benefits Consultant, you will benefit from a comprehensive non-contributory pension scheme, private medical insurance, and generous holiday allowances, all while having the opportunity to grow professionally in a client-focused environment dedicated to transparency and excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Health & Benefits Consultant in Cheltenham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who have experience with employee benefits. A friendly chat can lead to valuable insights and even job leads.
✨Tip Number 2
Prepare for interviews by practising your presentation skills. Since you'll be delivering presentations to corporate clients, showcasing your ability to communicate clearly and confidently will set you apart from other candidates.
✨Tip Number 3
Stay updated on industry trends and regulations. Being knowledgeable about the latest changes in employee benefits will not only impress potential employers but also help you answer questions more effectively during interviews.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Health & Benefits Consultant in Cheltenham
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Health & Benefits Consultant role. Highlight your experience with employee benefits and client relationships, as this is what we’re really looking for!
Showcase Your Skills:Don’t just list your qualifications; demonstrate how they relate to the job. If you’ve got experience in group pensions or have delivered presentations, let us know! We want to see how you can bring value to our team.
Be Professional Yet Personable:While we appreciate professionalism, don’t be afraid to let your personality shine through. We’re all about building long-term relationships, so showing us your client-focused approach will definitely make you stand out.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company there!
How to prepare for a job interview at Attivo
✨Know Your Stuff
Make sure you brush up on your knowledge of employee benefits schemes, group pensions, and the specific services Attivo offers. Being able to discuss these topics confidently will show that you're not just interested in the role but also understand the industry.
✨Practice Your Presentations
Since you'll be delivering presentations to corporate clients, it’s crucial to practice beforehand. Prepare a mock presentation covering key points about Attivo’s services and rehearse it with a friend or in front of a mirror to build your confidence.
✨Showcase Your Client Focus
During the interview, highlight your experience in building long-term relationships with clients. Share specific examples of how you've provided excellent customer service and resolved issues in previous roles to demonstrate your client-focused approach.
✨Ask Insightful Questions
Prepare thoughtful questions to ask your interviewers about Attivo's culture, their approach to employee benefits, and how they support their consultants. This shows your genuine interest in the company and helps you assess if it's the right fit for you.
