Workplace Pension & Benefits Consultant
Workplace Pension & Benefits Consultant

Workplace Pension & Benefits Consultant

City of London Full-Time 34000 - 51000 £ / year (est.) Home office (partial)
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Insite Finance

At a Glance

  • Tasks: Provide strategic consulting on workplace pensions and benefits to corporate clients.
  • Company: Leading professional services accountancy firm in London with a focus on employee benefits.
  • Benefits: Competitive salary, flexible working, healthcare, and generous holiday allowance.
  • Why this job: Join a dynamic team and make a real impact on clients' financial wellbeing.
  • Qualifications: Experience in employee benefits consulting and strong presentation skills required.
  • Other info: Clear career progression and full support for professional development.

The predicted salary is between 34000 - 51000 £ per year.

Overview

Our client, a leading professional services accountancy firm based in London, is seeking a Workplace Pension & Benefits Consultant to join their specialist consulting practice. You will provide strategic consulting services to corporate clients on complex pension and group risk arrangements.

Responsibilities

  • Strategic consulting on pension scheme design, governance, and implementation
  • Leading client presentations on complex workplace pension and benefit structures
  • Developing long-term strategic client partnerships and consulting relationships
  • Providing technical consulting expertise on pension and group risk matters
  • Identifying consulting opportunities and strategic solutions across the wider firm

Requirements

  • Proven employee benefits consulting experience delivering strategic advice on workplace/occupational pension schemes and group risk products
  • Technical expertise in group life assurance, income protection, and private medical insurance aligned with DipPFS curriculum
  • DipPFS qualified or actively working towards qualification with demonstrable commitment to professional development
  • Confident presentation skills – delivering group sessions and one-to-one employee consultations
  • Strong client-facing background with relationship management experience
  • Commercial awareness including fee proposal preparation and business development

What’s On Offer

  • Salary: £40,000 – £45,000 based on experience
  • Flexible working: Hybrid policy – 2-3 days in their London office
  • Career development: Clear progression pathway with structured reviews
  • Benefits: Healthcare, pension, life cover, generous holiday allowance
  • Professional development: Full DipPFS qualification support and structured CPD program

About Our Client

Independent professional services and accountancy firm with established financial advisory division, specialising in workplace pension and benefits consulting for corporate clients across multiple sectors. This Workplace Pension & Benefits Consultant role offers excellent career progression within their London-based team.

Seniority level

  • Mid-Senior level

Employment type

  • Full-time

Job function

  • Finance

Industries

  • Accounting

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Workplace Pension & Benefits Consultant employer: Insite Finance

As a leading professional services accountancy firm in London, we pride ourselves on fostering a dynamic work culture that prioritises employee growth and development. Our commitment to flexible working arrangements, comprehensive benefits, and a clear career progression pathway makes us an exceptional employer for those seeking meaningful and rewarding careers in workplace pension and benefits consulting.
Insite Finance

Contact Detail:

Insite Finance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Workplace Pension & Benefits Consultant

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance and consulting sectors. Attend industry events or webinars where you can meet potential employers and showcase your expertise in workplace pensions and benefits.

✨Tip Number 2

Prepare for interviews by practising your presentation skills. Since you'll be leading client presentations, make sure you can confidently discuss complex pension schemes and group risk arrangements. Mock interviews with friends can help!

✨Tip Number 3

Showcase your technical expertise! Be ready to discuss your knowledge of group life assurance, income protection, and private medical insurance. Use real-life examples from your experience to demonstrate your problem-solving skills.

✨Tip Number 4

Don’t forget to apply through our website! We have a range of opportunities that align with your skills and career goals. Plus, it’s a great way to ensure your application gets the attention it deserves.

We think you need these skills to ace Workplace Pension & Benefits Consultant

Strategic Consulting
Pension Scheme Design
Governance
Client Presentations
Employee Benefits Consulting
Group Life Assurance
Income Protection
Private Medical Insurance
DipPFS Qualification
Relationship Management
Commercial Awareness
Business Development
Presentation Skills
Technical Consulting Expertise

Some tips for your application 🫡

Tailor Your CV: Make sure your CV speaks directly to the role of Workplace Pension & Benefits Consultant. Highlight your experience in employee benefits consulting and any relevant qualifications like DipPFS. We want to see how your skills align with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about workplace pensions and benefits. Share specific examples of your strategic consulting experience and how you've built client relationships in the past. We love a good story!

Show Off Your Presentation Skills: Since this role involves leading client presentations, make sure to mention any relevant experience you have. If you've delivered group sessions or one-on-one consultations, let us know! We’re keen to see how you engage with clients.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!

How to prepare for a job interview at Insite Finance

✨Know Your Stuff

Make sure you brush up on your knowledge of workplace pension schemes and group risk products. Familiarise yourself with the latest trends and regulations in the industry, as this will help you demonstrate your technical expertise during the interview.

✨Showcase Your Presentation Skills

Since you'll be leading client presentations, practice delivering clear and engaging presentations. Use examples from your past experiences to illustrate how you've successfully communicated complex information to clients, which will highlight your confidence and presentation skills.

✨Build Rapport

Relationship management is key in this role. During the interview, focus on building a connection with your interviewers. Ask insightful questions about their consulting approach and show genuine interest in their clients, which will reflect your ability to develop long-term partnerships.

✨Demonstrate Commercial Awareness

Be prepared to discuss how you would approach fee proposal preparation and business development. Think of examples where you've identified consulting opportunities in the past, and be ready to share your ideas on how to contribute to the firm's growth.

Workplace Pension & Benefits Consultant
Insite Finance
Location: City of London
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