Employee Benefits Consultant: Pensions & Benefits Strategy

Smith & Pinching; Norwich; On-site; GBP 42,000 - 62,000; Full time

Job summary

Smith & Pinching, a leading Norfolk Chartered Financial Planner, seeks an Employee Benefits Consultant in Norwich. This full-time, on-site role advises corporate and individual clients on pensions, protection, and workplace benefits, delivering tailored solutions and clear proposals.

You will review schemes, liaise with providers, and support implementation while ensuring regulatory compliance and high-quality ongoing client service.

Qualifications

• Expertise in Employee Benefits and Benefits Administration.
• Consulting skills: needs analysis, solution design, and presenting to stakeholders.
• Knowledge of insurance products related to employee benefits (life, health, income protection).
• Strong customer service with relationship-building and responsiveness.
• Understanding UK pensions and benefits regulations; willingness to develop knowledge.
• CII qualifications and minimum 5 years experience.
• Ability to manage multiple client portfolios and maintain documentation.
• Proficiency with standard office software and data handling.

Responsibilities

• Advise corporate and individual clients on employee benefits programs.
• Review existing benefit schemes and propose improvements.
• Prepare clear proposals and reports for clients.
• Meet clients to understand objectives and workforce needs.
• Liaise with providers and support implementation of new schemes.
• Provide ongoing client service and guidance.

Skills

Employee Benefits

Benefits Administration

Consulting Skills

Insurance Knowledge

Customer Service

Pensions Regulations

CII Qualifications

5+ Years Experience

Team Collaboration

Data & Reporting

Education

CII qualifications

Tools

Office Software

Job description

Company Description Smith & Pinching is one of Norfolk’s leading firms of Chartered Financial Planners, providing expert financial strategies for individuals and businesses, including pensions and investments. The firm focuses on building long-term relationships by offering clients a single, trusted point of contact for their financial planning needs. Smith & Pinching emphasizes clear communication and practical guidance to help simplify complex financial decisions. Recognising that each client’s circumstances evolve over time, the firm tailors advice to changing priorities and new opportunities, aiming to deliver consistent, high-quality service and outcomes.

Role Description This full-time, on-site Employee Benefits Consultant role is based in Norwich. Our Employee Benefits Consultants advise corporate and individual clients on employee benefits programs, including pensions, protection, ridk, and other workplace benefits. Day-to-day responsibilities include reviewing existing benefit schemes, recommending improvements, and preparing clear proposals and reports. The role involves meeting clients, understanding their objectives and workforce needs, and delivering tailored benefit solutions aligned with regulatory requirements and best practices. Our Employee Benefits Consultants also liaise with providers, support implementation of new schemes, and provide ongoing client service and guidance.

Qualifications

• Strong expertise in Employee Benefits and Benefits Administration, with the ability to design, review, and manage workplace benefits programs.
• Consulting skills, including needs analysis, solution design, and presenting recommendations to business stakeholders.
• Knowledge of Insurance products relevant to employee benefits, such as life, health, and income protection but not limited to.
• High-quality Customer Service skills, with a focus on relationship-building, clear communication, and responsiveness.
• Understanding of UK pensions and benefits regulations, or willingness to develop this knowledge quickly.
• Relevant professional CII qualifications and minimum 5 years experience.
• Ability to work collaboratively with colleagues, manage multiple client portfolios, and maintain accurate documentation.
• Proficiency in standard office software and comfort working with data, reports, and spreadsheets.