Pensions & Benefits Consultant

Harding Financial Ltd.; Shalford; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Harding Financial Ltd. in Guildford, Surrey, seeks a Pensions & Benefits Consultant for hybrid work (office in Shalford and home).

The role offers full-time or part-time hours and focuses on building corporate client relationships, advising on employee benefits and pensions, and driving cross-sell opportunities. You should have five years' experience in employee benefits, strong networking skills, and a degree or equivalent qualification.

Qualifications

• Ideally degree or equivalent qualified.
• Minimum five years' experience in an employee benefits role with pensions/auto enrolment.
• Proven track record of new business lead generation and client relationship management.
• Experience using Microsoft Office and general IT competence.
• Strong communication and networking abilities.

Responsibilities

• Identify and prospect new client relationships to build a corporate client portfolio.
• Develop local marketing and events strategy with management.
• Build personal network of introducers and handle inquiries.
• Identify cross-sell opportunities and deliver exceptional client service.
• Consult with corporate clients to understand benefits needs and objectives.
• Design customised employee benefits solutions aligned with client goals.
• Collaborate on implementation and ongoing management of benefits programs.
• Stay updated on industry trends and regulations to provide guidance.
• Deliver employee education through one-to-one meetings and group presentations.

Skills

Communication skills

Networking

Problem solving

Organisation

Self-motivation

Microsoft Office

Education

Degree or equivalent qualification

Job description

Job Title: Pensions & Benefits Consultant

Hours: Full time (37.5 hours a week) or Part Time (approximately 15 hours a week)

Location: Hybrid (office in Shalford and home)

Our Company:

Alex Simpson established Harding Financial Ltd in 2011 with the goal of becoming the South East's premier independent financial planning and employee benefits firm. The Retail Distribution Review had just been announced by the Financial Services Authority, and was to be enforced on 1st January 2013. At the time many advisory firms were downsizing or even leaving the industry to avoid the more stringent legislation and qualification requirements. Alex saw this as a brilliant opportunity to launch Harding Financial and improve the reputation of independent financial advice while providing clients with a highly professional and personally tailored service.

Our team has steadily grew and everyone shares Alex's commitment to trustworthy advice of the highest quality. Some might even say we are obsessive about creating the best possible outcomes for all of our clients.

Everyone at Harding is proud to know that we do more research, talk to more people - in and out of the industry - attend more seminars, read more books and articles, take more exams, continually boost our knowledge levels, debate and discuss, live and laugh, smile and frown more than any other business you'll ever engage with.

We are continuing to build a team of individuals who share the company's passion for high quality, customer driven advice.

The Role:

• Identifying and prospecting new client relationships with the intention of building a portfolio of corporate clients to advise.
• Work closely with the management team to develop local marketing and events strategy.
• Developing your own personal network of introducers.
• Deal with new business enquiries received via the company website and existing introducers.
• Identifying new sources of income through cross-sell opportunities.
• Build and maintain strong client relationships, providing exceptional service and support.
• Consult with corporate clients to understand their specific employee benefits needs and objectives.
• Design and present customised employee benefits solutions that align with client goals.
• Collaborate with the team to ensure the successful implementation and ongoing management of employee benefits programs.
• Stay up-to-date with industry trends and regulations to provide expert guidance and recommendations to clients.
• Delivering employee education programmes to include one to one employee meetings and group presentations.

Qualifications, Experience & Skills:

• Ideally degree or equivalent qualified
• A minimum of five years' experience in an employee benefits role with strong experience in the area of pensions and auto enrolment.
• Proven track record of new business lead generation and conversion.
• Proven track record of relationship management.
• Experience and a good level of competency using Microsoft Office.
• You have excellent questioning and listening skills and are able to communicate in a professional manner
• A natural networker
• Self- motivated and driven to succeed and deliver a first class service to clients
• Good at problem solving and thinking outside the box
• Well organised with the ability to prioritise
• Hands on, can do approach to work
• Fantastic interpersonal skills
• Good systems and IT skills

Guildford Office:

The Estate Yard
East Shalford Lane
Guildford
Surrey
GU4 8AE

London Office

c/o The Ministry, 79-81 Borough Rd, London, SE1 1DN