Employee Benefits Consultant

Location: Warrington / Hybrid Salary: £50,000 - £55,000 OTE: £60,000 - £70,000 including performance-related bonus Working Pattern: Full-time, Hybrid

Are you an experienced Employee Benefits Consultant looking for an opportunity to develop client relationships, generate new business and play a key role in the growth of a successful financial services business?

NJR Recruitment is working with a growing financial services business looking to appoint a commercially minded Employee Benefits Consultant to join its Corporate Solutions team.

This is an excellent opportunity for an experienced professional who enjoys combining high-quality client service with business development. You will manage an established portfolio of corporate clients while identifying opportunities to grow relationships, introduce additional employee benefits solutions and develop new business through referrals, networking and professional connections.

The Role

As Employee Benefits Consultant, you will be responsible for managing and developing a portfolio of corporate clients, providing consultancy support across workplace pensions, group risk, private medical insurance and employee wellbeing solutions.

Working closely with employers, insurers, providers and internal colleagues, you will ensure clients receive a professional, efficient and compliant service. Alongside this, you will play an active role in driving business growth, identifying new opportunities and building long-term relationships with key decision-makers and professional introducers.

Key Responsibilities

Client Relationship Management

• Manage and develop an allocated portfolio of corporate employee benefits clients.
• Build strong, long-term relationships with employers and key decision-makers.
• Provide consultancy support across workplace pensions, group risk, private medical insurance and wellbeing solutions.
• Obtain and review quotations, renewal terms and market comparisons from insurers and providers.
• Analyse existing employee benefits arrangements and identify opportunities for improvement.
• Liaise with insurers, providers and other third parties on behalf of clients.
• Support the implementation of new schemes, policy changes and employee benefits launches.
• Assist with employee communications, presentations and benefit review meetings.
• Respond to client and employee queries professionally and efficiently.
• Maintain accurate client records and ensure all work meets FCA requirements and internal compliance standards.

Business Development & Growth

• Identify opportunities to develop existing client relationships and introduce additional services.
• Generate new business through referrals, networking and professional introducers.
• Build and maintain a pipeline of prospective clients and business opportunities.
• Identify cross-selling opportunities across workplace pensions, group risk, private medical insurance and wellbeing solutions.
• Support and participate in new business pitches, presentations and proposals.
• Develop relationships with accountants, solicitors and other professional connections to generate referrals.
• Work collaboratively with senior colleagues to convert opportunities into new client relationships.
• Achieve agreed activity and revenue growth targets.
• Represent the business at networking events, seminars and client meetings.

Team Collaboration

• Work closely with advisers, administration teams, providers and Compliance.
• Share industry knowledge and contribute to best practice across the team.
• Keep up to date with employee benefits products, legislation and market developments.
• Contribute to the continued growth and success of the Corporate Solutions division.

About You

You will be an experienced Employee Benefits professional with strong technical knowledge, excellent relationship management skills and a genuine commercial mindset. You will be confident managing client relationships independently while proactively identifying opportunities to grow the business.

Ideally, you will have:

• Proven experience within employee benefits consultancy.
• Strong knowledge of workplace pensions, group risk and private medical insurance.
• Excellent client relationship management and communication skills.
• A commercial approach, with the confidence to identify and develop new business opportunities.
• Experience building relationships with professional introducers and referral partners.
• Strong organisational and time-management skills.
• The ability to analyse information and present recommendations clearly and accurately.
• Experience working within a regulated financial services environment.
• Good IT skills, including Microsoft Office and CRM systems.
• A professional, proactive and client-focused approach.
• High standards of integrity, accuracy and attention to detail.

Qualifications

The following qualifications are desirable:

• Diploma in Regulated Financial Planning.
• GR1 qualification.
• IF7 qualification.

Support is available for relevant professional qualifications and ongoing development, including financial assistance and paid study leave.

What’s on Offer?

• Competitive basic salary of £50,000 - £55,000.
• Performance-related bonus, with realistic OTE of £60,000 - £70,000.
• Hybrid working arrangements.
• Financial support for relevant professional qualifications.
• Paid study leave for examinations and courses.
• Ongoing personal and professional development.
• The opportunity to make a genuine contribution to business growth.
• Potential for career progression within an expanding employee benefits team.

Apply today via NJR Recruitment or call quoting the reference NJR17054

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.