Group Risk and Benefits Associate

CBSbutler Holdings Limited trading as CBSbutler; London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial advisory firm in London is seeking a motivated individual to join their employee benefits team. The role involves supporting clients on workplace pensions and group risk benefits, with clear paths for progression. Candidates should have experience in financial planning, strong communication skills, and good Microsoft Office skills. This hybrid position offers full training to become a regulated consultant.

Qualifications

• Experience in a financial planning or employee benefits consultancy.
• Knowledge of group pensions and group risk arrangements is essential.
• Experience in a professional or financial services environment is an advantage.

Responsibilities

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

Skills

Communication skills

Organisation

Microsoft Office skills

Education

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

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

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.

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.