Employee Benefits Consultant

The Portfolio Group; City Of London; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A leading financial advisory firm in London is seeking an Employee Benefits Consultant to support corporate clients, particularly in the education sector. You will advise on pensions and employee benefits, while developing your expertise in a collaborative environment. Ideal candidates will have a strong background in professional or financial services and be progressing towards a diploma in financial planning. This role offers a hybrid work model and significant career growth opportunities.

Qualifications

• Experience in a professional or financial services environment is preferred.
• Ability to advise on pensions and benefits including the Teachers' Pension Scheme.
• Experience in delivering presentations to clients.

Responsibilities

• Advise employees on pensions and benefits.
• Deliver engaging presentations to clients.
• Support consultants with client delivery and business development.
• Maintain compliance with technical and regulatory changes.
• Prepare proposals and assist with tender submissions.

Skills

Knowledge of pensions and employee benefits

Confident communicator and presenter

Organised and proactive

Strong IT skills (Excel, Word, PowerPoint)

Attention to detail

Collaborative and client-focused mindset

Education

Progressing towards QCF Level 4 (Diploma in Financial Planning)

Tools

Excel

Word

PowerPoint

Job description

Employee Benefits Consultant

London
Hybrid (2-3 days office)

£40,000 - £45,(Apply online only)

We're working exclusively with a leading financial and employee benefits advisory firm supporting corporate clients - particularly within the independent schools and education sector - to appoint an Employee Benefits Consultant (Associate).

This is a fantastic opportunity for someone looking to build a long-term career in employee benefits consulting, with a clear progression pathway to becoming a regulated consultant.

You'll work alongside an experienced team, gaining exposure to high-quality client work and the full spectrum of workplace pension and employee benefit solutions.

As an Employee Benefits Consultant (Associate), you'll play an integral role in delivering tailored advice and first-class service to clients. You'll support consultants in presentations, governance projects, and new business growth, while developing your technical expertise and working towards full professional qualification.

DAY TO DAY

• Advise employees on pensions and benefits, including the Teachers' Pension Scheme and group risk products.
• Deliver engaging presentations and clear communications to employees and clients.
• Support consultants with client delivery, onboarding, and business development.
• Maintain compliance and stay up to date with technical and regulatory changes.
• Build strong client relationships and contribute to team success.
• Prepare proposals, documentation, and assist with tender submissions.
• Contribute to mentoring and sharing best practice within the team.

YOU?

• Knowledge of pensions and employee benefits.
• Confident communicator and presenter, both one-to-one and in groups.
• Organised, proactive, and keen to learn.
• Progressing towards QCF Level 4 (Diploma in Financial Planning).
• Previous experience in a professional or financial services environment.
• Strong IT skills (Excel, Word, PowerPoint) with excellent attention to detail.
• A collaborative and client-focused mindset.

Our client is a respected financial planning and employee benefits consultancy with a strong reputation for integrity, quality advice, and long-term client relationships. They pride themselves on supporting people to grow-professionally and personally-within a collaborative and progressive environment.

If you're passionate about delivering exceptional employee benefits advice and ready to take the next step in your consulting career, we'd love to hear from you!