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Employee Benefits Consultant

Bury St. Edmunds, Suffolk, United Kingdom
Competitive Salary
Closing date
May 21, 2024

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Job Role
Contract Type
Full Time
Reed Financial Services are pleased to be representing an award-winning Financial Planning and Wealth Management firm. They seek to add a Consultant Support to their growing team on a salary paying up to £35k per annum. This role will involve undertaking a lead support role to the Employee Benefits Consultants and Directors to ensure clients receive a consistent high level of service and support.



  • Ensure a clear audit trail is maintained for all client records
  • Ensure timely delivery of employee benefits scheme processing for group risk, group private medical insurance and other schemes/policies as required
  • Provide administrative support for new, existing and complex schemes
  • Manage Auto-Enrolment compliance for all pension schemes
  • Manage annual renewal and market reviews for all existing group risk schemes
  • Prioritise and process claims and keep client and consultant up to date with progress
  • Ensure bespoke compliance documents are accurate and up to date
  • Process monthly payments, ensuring that the contributions are correct
  • Organise and prepare for client governance and pre-renewal meetings
  • Complete follow-up actions from client meetings in line with instructions from consultant, liaising with both client, insurer and pension provider as required
  • Check and issue policy documentation
  • Assist clients with the implementation of Employee Assistance programmes
  • Prepare Employee Announcement Letters for new and existing schemes
  • Draft proposition documents, reports and presentations for consultants
  • Ensure IO is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Employment Benefit Consultant/Director
  • Liaise with consultants and clients to ensure all contractual obligations are fulfilled
  • Undertake project activity to ensure the efficient running of the office e.g. streamlining processes and documents, create framework for checking work, ensure templates/documents are correct and in the right place, workflow management.
  • Maintain and update my talent development record, via their company App, ensuring my objectives are up to date and impact of any training is recorded

Essential Experience:
  • R01 Regulation and Ethics and GR1 Group Risk Qualifications
  • Good understanding of systems and processes for EB
  • Providing accurate and timely administration support
  • Mandatory compliance training group
  • Knowledge of pensions, group risk and healthcare, group pensions administration, automatic enrolment duties, group life, group income protection and group critical illness schemes and employee assistance programmes
  • Business protection
  • Insurer offers
  • Pension provider systems
  • Attention to detail/accuracy
  • Computer literate and data management
  • Analytical
  • Good organisation and prioritisation skills
  • Ability to build and maintain relationships
  • Communication - written and verbal
  • Ability to follow rules and procedures
  • Trust and integrity

  • R04 Pension and Retirement Planning Qualifications
  • Progressing towards the Diploma in insurance
  • Development of others
  • Knowledge of products and services advise on
  • IO
  • Commercial awareness

  • Accurate and timely information provided
  • IO and Corporate Spreadsheet accurate and up to date
  • Building client relationships
  • Client satisfaction and zero complaints
  • Positive feedback from colleagues
  • Adherence to procedures
  • Task management (diary)

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