Corporate Benefits Consultant

Corporate Benefits Consultant

We are looking for a Corporate Benefits Consultant to join our growing team. This individual will manage a portfolio of corporate clients, deliver consulting services in respect of pensions, benefits, wellbeing, communications and online services. They will also be responsible for producing and converting new business opportunities from existing clients and new leads.

The ideal candidate will work from home with the ability to travel frequently.

Key Accountabilities Include

  • Portfolio Management
    • Develop and deliver strategic guidance and benefit plans for clients
    • Work with advisor teams to deliver client opportunities from corporate portfolio
    • Deliver annual pension governance
    • Deliver regular group risk and PMI reviews
  • New Business
    • Grow value of existing client portfolio
    • Introduce and convert new leads and opportunities
    • Build, maintain and manage a new business pipeline
  • Compliance
    • Ensure all business is conducted in a compliant manner
    • Ensure client agreements are maintained and in place
  • Other Duties
    • Constructive contribution to thought leadership
    • Accurate client management through Client Database
    • Employees will also be required from time to time to carry out other work allocated to them by their line manager.

Person Specification


  • Experience in Pension, Group Risk, Medical and other corporate benefits consulting
  • Understanding of trends and best practice in corporate benefits market
  • Excellent technical and legislative understanding of DC Pensions, Group Risk and Group PMI
  • Knowledge of Auto Enrollment legislation & practical application
  • Knowledge of Pension Governance and practical application
  • Knowledge of Wellbeing principles and practical applications
  • Understanding of online benefits and technology


  • 5 years experience in employment in Group Risk, Healthcare and/or Pension environment
  • 3 years experience in corporate benefits portfolio management


  • Degree level qualifications preferred
  • RDR compliant qualifications preferred
  • Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position

Skills / Personal Attributes

  • Excellent communication and interpersonal skills
  • Relationship building skills
  • Excellent presentation skills
  • Excellent negotiation skills
  • Computer literate
  • Honesty and integrity
  • Ability to work as part as a team and unsupervised

Salary of £38,000-£48,000

Job Title

Corporate Benefits Consultant




Home Based/Southampton

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