Group Risk and Benefits Associate

CBSbutler Holdings Limited trading as CBSbutler; Greater London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading financial advisory firm in London seeks a motivated individual for their employee benefits team. This hybrid role involves supporting advice delivery on group pensions and risk benefits, preparing client presentations, and communicating options effectively. Candidates should have relevant experience in financial planning and group pensions, along with strong communication and organizational skills. Join us to grow your career towards becoming a regulated consultant.

Qualifications

• Experience in a financial planning or employee benefits consultancy.
• Comfortable presenting to individuals and groups.
• Good organization and attention to detail.

Responsibilities

• Support delivery of advice on workplace pensions and group risk benefits.
• Communicate benefit options clearly to employees and employers.
• Help prepare presentations, proposals, and client reports.

Skills

Financial planning experience

Knowledge of group pensions

Strong communication skills

Attention to detail

Good Microsoft Office skills

Education

Progressing towards financial planning qualification (e.g. QCF Level 4)

Job description

Overview

We are representing a fantastic financial advisory firm looking to hire a motivated and organised individual to join their growing employee benefits team in London.

This is a hybrid working opportunity with fantastic scope to develop your career within a leading financial advisory firm.

You'll work closely with experienced consultants to help deliver high-quality advice on group pension and group risk arrangements, including life assurance, income protection, and private medical schemes.

Responsibilities

• Supporting the delivery of advice to clients on workplace pensions (e.g. Teachers' Pension Scheme) and group risk benefits
• Communicating benefit options clearly to employees and employers
• Helping prepare presentations, proposals, and client reports and being comfortable presenting to clients.
• Supporting with new business and onboarding processes

What uur client is looking for

• You will have worked in a financial planning/ employee benefits consultancy
• Knowledge of group pensions and group risk arrangements is essential
• Strong communication skills - with confidence presenting to individuals and groups
• Good organisation and attention to detail
• Progressing towards a financial planning qualification (e.g. QCF Level 4)
• Experience in a professional or financial services environment is an advantage
• Good Microsoft Office skills (Excel, Word, PowerPoint)

This role offers a clear path to becoming a regulated consultant, with full training and support provided along the way.

Our client is driven by a deep understanding of people and businesses, using their multi-disciplinary expertise to help clients of all sizes achieve meaningful, lasting impact-locally, nationally, and globally.

If you are looking to grow your career within employee benefits consulting, we would love to hear from you.