Pensions & Benefits Consultant

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

Job summary

Harding Financial is seeking a Pensions & Benefits Consultant to drive new corporate relationships and tailor employee benefits solutions. Hybrid role with a blend of office-based and home working from the Shalford area.

The ideal candidate will have five years’ experience in employee benefits, strong pensions and auto-enrolment knowledge, and a proven ability to generate leads and manage client relationships. Excellent communication and presentation skills are essential.

Qualifications

• Degree or equivalent qualification preferred.
• Minimum five years’ experience in employee benefits with strong pensions/auto-enrolment.
• Proven track record in lead generation and client relationship management.
• Experience using Microsoft Office.
• Excellent questioning and listening skills; professional communication.

Responsibilities

• Identify and prospect new corporate client relationships to build a portfolio.
• Collaborate with management to develop local marketing and events strategy.
• Develop personal introducer networks.
• Handle new business inquiries via website and introducers.
• Identify cross-sell opportunities to generate income.
• Build and maintain strong client relationships and deliver exceptional service.

Skills

New business

Relationship mgmt

Networking

Presentation

Pensions

Auto enrolment

Microsoft Office

Communication

Problem solving

Detail orientated

Education

Degree or equivalent

Tools

Microsoft Office

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 grown 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
• Proven presentation skills
• Good at problem solving and thinking outside the box
• Well organised with the ability to prioritise
• Good attention to detail
• Hands on, can do approach to work
• Fantastic interpersonal skills
• Good systems and IT skills