Hybrid Working - London

Role summary

As a Principal Consultant, you will play a pivotal role in leading and managing complex projects, providing expert guidance to clients, and driving strategic decisions. You will be responsible for fostering strong client relationships and ensuring the successful delivery of pension consulting services.

At our client, they want to hire, develop, engage and reward the best consultants in the industry.

To that end, we believe that the principal’s role is to act as their clients’ trusted partner, building the relationship at all levels, understanding their business, people and providing them with guidance, insight and ideas to help them deliver against their benefits and wellbeing challenges and objectives.

This role demands an individual who can cultivate and maintain client relationships at the highest levels, ensuring the seamless delivery of our clients services and demonstrating the value of their partnership.

The successful candidate will also be responsible for expanding our clients role and revenue with clients. In addition to being a Pensions expert, the individual must be commercially astute, safeguarding and retaining existing business while actively seeking new opportunities both within and outside their organisation.

Key responsibilities & accountabilities

Your role is to consult with clients on their Pension needs and member engagement requirements.
 Portfolio Management: Maintain a personal portfolio of clients for whom you deliver consulting and broking services with an agreed portfolio and growth target.
 Client Engagement: Actively interact with clients to identify business needs, articulate challenges, and propose tailored solutions.
 Relationship Management: Proven ability to build and maintain strong, long-term relationships with clients and key stakeholders, ensuring high levels of satisfaction and fostering ongoing collaboration and business growth.
 Strategic Guidance: Provide expert advice and strategic direction to clients, aligning their operational processes with business objectives.
 Project Leadership: Lead and manage project teams, ensuring effective coordination, resource allocation, and communication.
 Business Development: Identify new business opportunities, prepare proposals, and contribute to the growth of the consultancy practice. Create and identify opportunities to grow our clients role with those clients and
generate more revenue. This includes opportunities outside of pensions, including flex, healthcare, wellbeing, international and general insurance, working with other members of the H&B team. Work with the wider H&B
team to ensure all other services are effectively delivered to those clients.
 Stakeholder Management: Maintain and strengthen relationships with key stakeholders to ensure ongoing collaboration and business growth.
 Quality Assurance: Ensure the highest standards of project delivery and client satisfaction and ensuring that all services agreed in the scope of services are delivered within agreed timeframes.

Other responsibilities:
 Maintain an expert knowledge of the Pensions market and products, to be able to provide the highest levels of guidance and insights;
 Responsible for supporting the Head of DC in building and enhancing proposition development, owning key aspects of delivery, and ensuring that all team members are informed and up to date with the latest developments.
 Collaborate with the Head of DC to develop strategic insights and innovative ideas. Research industry trends and emerging topics to position our client as a thought leader.
 Plan, organise and deliver webinars/ events that showcase our clients services and expertise in key industry topics.
 Support the new business team from time-to-time with pitches and proposals, in your capacity as a Pensions expert, to support the winning of new clients into H&B.
 Develop strong working relationships with the H&B protection, flex, healthcare, wellbeing and international teams, to ensure client opportunities are being uncovered, developed and closed.
 Skilled in supporting the pension team by imparting knowledge and expertise, providing guidance and support in both technical and consultancy areas, and serving as a role model and go-to person for team members.

Due to the changing nature of the business, the jobholder may from time to time be required to undertake other activities of a similar nature that fall within their capabilities.

Skills, abilities & personal qualities
 Interpersonal skills – the ability to create trust and confidence with clients and the wider H&B business
 Communication skills – the ability to negotiate, influence and demonstrate empathy as required
 Creativity – consult with clients and construct effective solutions reflecting their needs and to develop new ideas and propositions.
 Commerciality – work in a way that creates financial opportunities for the business and protects revenue
 Professionalism – able to consistently deliver to the highest standards and expectations of their clients
 Self-development – continue to learn and grow, as required by the different responsibilities of the role
 Organisation & Time management - highly effective at managing a busy schedule of work
 Analytical Skills - highly effective at questioning clients and analysing data and info to determine actions
 IT Skills – strong application skills, especially the Microsoft Office suite of products
 Qualifications – Desirable but not essential Diploma in Financial Planning
 Strong analytical and problem-solving skills.
 Excellent communication and interpersonal skills.
 Ability to lead and motivate teams.
 Capacity to handle pressure and setbacks with a positive attitude
 High ethical standards and integrity in all professional dealings.

Salary £75-85K plus 20% bonus

Hybrid Working - London

Job purpose summary

At our clients, they want to hire, develop, engage and reward the best consultants in the industry.

To that end, they believe that the consultant’s role is to act as their clients’ trusted partner, building the relationship at all levels, understanding their business, people and providing them with guidance, insight and ideas to help them deliver against their benefits and wellbeing challenges and objectives.

The primary responsibility of the role is to acts as a key relationship and development contact between prospects, key clients, and workplace savings providers to ensure compliant, efficiently run workplace pension schemes and
well-informed membership. Through a clearly communicated proposition, secure new fee income clients and provide appropriate solutions to existing clients.

This role requires the right individual to be able to build client relationships at the highest levels within HR, ensure delivery of their services, prove the value of their partnership to them and expand our clients role and revenue with them. In addition to being a Pensions expert, the individual also needs to be commercially minded, protecting and retaining their business, whilst also seeking new opportunities across the benefits spectrum.

Our clients consultants are supported by account managers within the Pensions Team, who focus on service and administration of client accounts, freeing consultants to meet with clients and focus on the quality of their consulting and advice and growth of their accounts.

Key responsibilities & accountabilities
Your role is to consult with clients on their Pension needs and member engagement requirements.

Client responsibilities will include:
 Maintain a personal portfolio of clients for whom you deliver consulting and broking services. For this role, the portfolio value will be approximately £250K per annum;
 Develop strong relationships with those clients, to ensure their satisfaction and continued business;
 Consult with those clients, on their business, people and benefits challenges and opportunities, developing a deep understanding of their business and needs.
 Ensuring that all services agreed in the scope of services are delivered within agreed timeframes.
 Create and identify opportunities to grow our clients role with those clients and generate more revenue. This includes opportunities outside of pensions, including flex, healthcare, wellbeing, international and general insurance,
working with other members of the H&BW team.
 Work with the wider H&BW team to ensure all other services are effectively delivered to those clients.

Other responsibilities:
 Maintain an expert knowledge of the Pensions market and products, to be able to provide the highest levels of guidance and insights;
 Support the new business team from time-to-time with pitches and proposals, in your capacity as a Pensions expert, to support the winning of new clients into H&BW;
 Develop strong working relationships with the H&BW protection, flex, healthcare, wellbeing and international teams, to ensure client opportunities are being uncovered, developed and closed.
 Work with the wider business to develop and strengthen our health and wellbeing proposition, such that they look to our clients as a leading employee benefits consultancy, able to service their needs.
 Work with the pension providers to ensure their delivery to their client base.
Due to the changing nature of the business, the jobholder may from time to time be required to undertake other activities of a similar nature that fall within their capabilities.

Skills, abilities & personal qualities
 Interpersonal skills – the ability to create trust and confidence with clients and the wider H&BW business
 Communication skills – the ability to negotiate, influence and demonstrate empathy as required
 Creativity – consult with clients and construct effective solutions reflecting their needs
 Commerciality – work in a way that creates financial opportunities for the business and protects revenue
 Professionalism – able to consistently deliver to the highest standards and expectations of their clients
 Self-development – continue to learn and grow, as required by the different responsibilities of the role
 Organisation & Time management - highly effective at managing a busy schedule of work
 Analytical Skills - highly effective at questioning clients and analysing data and info to determine actions
 IT Skills – strong application skills, especially the Microsoft Office suite of products
 Qualifications – Diploma in Financial Planning or working towards

Salary £45-55K plus 10% bonus

Hybrid Working - London

A. Overall Purpose Of The Job (Brief description of the primary purpose of this position)
To develop new sales within UK based multi-nationals and FTSE 350 companies.
The role is responsible for the development of new business in dedicated markets, whilst coordinating the provision of quality solutions that satisfy and exceed client’s needs and expectation. This is to be achieved
through their “client and market first” global strategy.

B. Key Responsibilities (Critical responsibilities and skills of this position, listed in order of importance)
• Generate new sales within assigned market segments to ensure that revenue and profit targets are achieved against an agreed Sales Plan.
• Identify and develop business relationships with key and existing targets in order to achieve revenue and profit objectives.
• Work with our clients other companies to identify global leads and opportunities throughout their Group.
• Co-ordinate all administrative and financial activities involving the accounts including, renewals, contract review, pricing, invoicing and AR collections.
• Assist in conducting workshops and symposiums, network within allocated industry sectors and increase awareness of our client and services available.
• Identify buying influencers, decision makers and develop contacts at the highest levels within target organizations.
• Manage the implementation of new business within the company, to ensure that all administrative, operational and financial activities are in place to ensure high levels of service to our clients, clients.

C. Job Profile
Required Skills and Knowledge (Brief description of technical knowledge or skills needed to perform the job)
• Strategic sales skills with well-developed influencing and negotiating abilities.
Required Competencies (Critical behaviours necessary to successfully perform the job)
Working with People; Demonstrates an interest in and understanding of others; Adapts to the team and builds team spirit; Recognises and rewards the contribution of others; Listens, consults others and communicates proactively; Supports and cares for others; Develops and openly communicates self insight.
Persuading & Influencing; Makes a strong personal impression on others; Gains clear agreement and commitment from others by persuading, convincing and negotiating.

Promotes ideas on behalf of self or others; Makes effective use of political processes to influence and persuade others.
Presenting & Communicating information; Speaks clearly and fluently; Expresses opinions, information and key points of an argument clearly;    Makes presentations and undertakes public speaking with skill; Responds quickly to the needs of an audience and to their reactions and feedback; Projects credibility.
Planning & Organising; Sets clearly defined objectives; Plans activities and projects well in advance and takes account of possible changing circumstances; Manages time effectively; Identifies and organises resources needed to accomplish tasks; Monitors performance against deadlines and milestones.
Achieving Personal Work Goals & Objectives; Accepts and tackle demanding goals with enthusiasm; works hard and puts in longer hours when it is necessary; Identifies development strategies needed to achieve career goals and make use of developmental of training  opportunities; Seeks progression to roles of increased responsibility and influence.
 Entrepreneurial & Commercial Thinking; Keeps up to date with competitor information and market trends; Identifies business opportunities for the organisation; Demonstrates financial awareness; Controls costs and thinks in terms of profit, loss and added value.
Required Work Experience (Brief description of the job-related experience needed to perform the job)
• Considerable and broad experience in a Business Development or Consultative Sales role in business-to-business environment and/or service sectors.
• Able to demonstrate a proven track record of profitable sales growth.
• Evidence of extensive networking
• Project management exposure.
Required Qualifications (Brief description of the educational background needed to perform the job)
• Educated to Degree or MBA level
Required Languages (Brief description of the language skills needed to perform the job)
• Fluent in English (oral and written), and local languages of the client base they are supporting.

Salary £60-80K plus bonus

Hybrid Working - Bristol , 3 days a week

Purpose   

The purpose of this role is to support the service delivery of client accounts across our clients People Solutions practice…

Key Tasks & Duties 

Leading multiline mid-major clients as a technical and trusted advisor, ensuring client retention.
Understand our clients benefit requirements and develop a strategic approach to benefit programmes.
Ensure renewal timelines are met, market reviews undertaken and policies placed in advance of renewal.
Review service disruption/dissatisfaction and implement appropriate actions with carriers to resolve.
Support the broader development of insurer relationships.
Ensure compliance requirements and internal controls are fully met.
Senior peer reviewer/technical oversight of associate consultants and benefit analysts.
Support leadership of local team – act as second to Team Manager taking on delegated tasks.

Skills & Knowledge

CII Qualification.
Proven track record of effective stakeholder management.
Proven experience in UK large corporate benefit broking/consulting   environment.
Exceptional client relationship skills.
Commercial/value-add mindset.

Officership Behaviours                                                                                                        

Provide excellence in service to our clients, our Markets, & our associates:  Shows a thorough knowledge of our client’s business requirements.
Identifies potential problems and solves in light of knowledge of client and market.
Fosters open communication in all directions.

Provide commitment to the development of ourselves and our associates: Learns quickly and applies new learning to all relevant situations.
Demonstrates flexibility.
Maintains the highest ethical standards within themselves and their teams.
Guides, persuades, and motivates associates to embrace our clients culture and ethics.
Is approachable and receptive to associate concerns and suggestions.
Recognises exemplary associate performance.
Completes appraisals on time for direct reports.
Tracks and monitors completion of all mandatory learning for direct reports.
Delivers effective performance management to direct reports.

Be Committed to enabling financial success:
Manages to professional standards.
Identifies growth opportunities.
Tracks and monitors cash management to ensure performance is within agreed standards.

Drive service excellence, efficiency, and productivity through effective business operational processes : Tracks and monitors compliance with all legal and regulatory requirements.

Role Profile
Identifies improvement opportunities and evaluates risks, benefits, and costs  enabling decisions to be made regarding change.
Meets agreed schedules and deadlines and adapts quickly and positively when situations require change.

Salary £65-75K plus bonus

Hybrid Working - London , 3 days a week

Purpose
The purpose of this role is to provide service delivery to clients across the People Solutions practice. Responsible for supporting consultants on larger accounts and leading smaller accounts in providing client services for an assigned book of global employee benefits business. Key tasks and duties are summarised below and are largely around becoming a rounded consultant with a focus on effectively delivering to clients, managing workload effectively and developing yourself and other members of their team to add value – including making connections across our clients business and accessing resources to solve problems.

Key Tasks & Duties
CLIENT FOCUS/MANAGEMENT
 Lead small-mid sized accounts including the preparation of client deliverables and materials across the range of global benefit propositions and services.
 Work with consultants on larger/more complex accounts to prepare client deliverables and materials across the range of global benefit propositions and services.
 Understand the “why” (the reason) for the work being needed and delivered to a client.
 Work with client team members in directing, addressing, and resolving client queries issues about global benefit issues.
CLIENT DELIVERY
 Consider and deliver idea suggestions or updates to clients/lead consultants.
 Use and interpret their client data about renewals, projects, and other trackers to work with and manage the client.
 Use meeting agendas and meeting minutes/actions to frame delivery.
 Oversee their Salesforce database management for client information; policy data, contacts, mailing lists, and other required data management duties.
 Manage the scope, budget, and other metrics through effective project tracking. Watch out for scope creep.
 Monitor adherence with any of our clients processes to ensure compliance and risk management of delivery e.g. data protection process, maintaining audit trails.
MAKING EFFECTIVE CONNECTIONS
 Develop networks with our clients Global Partner offices, peers, and other business service groups (IT, Office Services, Information Processing, Accounting, local offices, etc.) to progress various tasks using a partnership approach that facilitates high-quality results and process workflow.
 Proactively consult with our clients Global offices and partners as needed to resolve any issues.
NEW BUSINESS
 Support with new business opportunities including RFP responses.
 Ownership for pricing and scoping of small-medium sized projects
MANAGING SELF & DEVELOPMENT
 Effective email management to keep on top of tasks and issues.
 Lead appropriate meetings, calls, and other events.
 Monitor the set up the technology and client infrastructure e.g. Salesforce.
 Undertake relevant training to develop skills and knowledge to apply to clients and the wider business.
 Undertake training around client consulting
 Expand awareness of research and resources available, internet research, accessing trade publications, and on occasion foreign-language sourced documents.

Role Profile
MANAGING OTHERS
 Buddy, develop and train any Global Benefits Analysts & Associate Consultants.
 Delegate & check appropriate tasks to a Global Benefits Analyst & Associate Consultants.

Experience, Skills & Knowledge
Desired skills & knowledge:
 Bachelor's degree and/or experience in a role which reflects the skills and client management experience which will be transferred to the world of Global Benefits
 Have completed training courses/qualifications in core areas such as insurance, international benefits (IEBA), HR or another related discipline
 Experienced with basic computer skills & packages including Microsoft applications – Teams, Word, Excel, PowerPoint
 Strong client focus with the ability to develop positive relationships with team members and external contacts
 Can work well in a fast-paced environment with multiple workstreams and able to achieve and manage timescales for delivery
 Effective written and verbal communication skills and comfort collaborating with colleagues in both an office and a virtual environment
 Excellent organizational skills and the ability to multi-task effectively
 Ability to solve problems and cope with challenges.

Further experience, skills, or knowledge
 Relevant corporate & client management experience
 Fluency or professional proficiency in a foreign language is often helpful
 Any other professional qualifications or training are also an advantage
 Experience working or living abroad is helpful although not required.

Officership Behaviours [FIXED BASED ON OFFICERSHIP OF ROLE]      Provide excellence in service to our clients, our Markets, & our associates
 Shows a thorough knowledge of the client’s business requirements
 Identifies potential problems and solves in light of knowledge of client and market
 Fosters open communication in all directions
Provide commitment to the development of ourselves and our associates
 Learns quickly and applies new learning to all relevant situations
 Demonstrates flexibility
 Maintains the highest ethical standards within themselves and their teams
 Guides, persuades, and motivates associates to embrace our clients culture and ethics
 Is approachable and receptive to associate concerns and suggestions
 Recognises exemplary associate performance
 Completes appraisals on time for direct reports
 Tracks and monitors completion of all mandatory learning for direct reports
 Delivers effective performance management to direct reports
Be Committed to enabling financial success
 Manages to professional standards
 Identifies growth opportunities
 Tracks and monitors cash management to ensure performance is within agreed standards
Drive service excellence, efficiency, and productivity through effective business operational processes
 Tracks and monitors compliance with all legal and regulatory requirements
 Identifies improvement opportunities and evaluates risks, benefits, and costs enabling decisions to be made regarding change
 Meets agreed schedules and deadlines
 Adapts quickly and positively when situations require change

Salary £50-70K plus bonus

Hybrid Working - London , 3 days a week

Responsibilities:

As a Senior Benefits Consultant at our client, you'll have a unique opportunity to help establish our Benefits Design function at our client. You will act as a subject matter expert on benefits design strategy to key clients, with a focus on their UK-based mid-market and enterprise customers.

Their Mission

They are not your average benefits platform; they are the unordinary force that uplifts people's lives. Their technology is the link that connects the entire benefits ecosystem, creating better outcomes for employers, employees, brokers, and providers.

Our clients mission is clear: they are here to create a world where everything operates at its very best, ensuring that every employee receives the support they need to live life to the fullest, both at work and beyond.

Your Mission

In this role, you'll have a unique opportunity to help establish our Benefits Design function at our client. You will act as an SME on benefits design strategy to key clients, with a focus on their UK-based mid-market and enterprise customers. You will also act as an expert to the wider business including Sales, Customer Success, Implementation, Solutions, Partnerships, and Product.

What You’ll Be Doing

• Lead on creating bespoke benefits design proposal presentations for both mid-market and enterprise customers
• Provide benefit design services to customers, including running client strategy and governance sessions
• Ensuring full sign off for any benefit design proposals before implementation
• Monitor the renewal of clients and identify, contact and upsell benefit design governance periodically, based upon the benefit design methodology
• Provide enhanced / premium benefit design services as they arise such as creating benefits frameworks, benefits governance, employee listening, benefits benchmarking and recommendation report. Prioritise project work accordingly, working with the other benefit design consultants and benefit executives for report writing and support duties.
• Support the sales team in pre and post sales activity as needed.
• Build rapport with peers across the business and build the profile of the team as subject matter experts internally and externally.
• Report monthly activity and commercials including pipeline
• Mentor less senior members of the team

You’ll love this role if…

• Proven experience within benefits consulting, including a sound understanding of insured and non-insured benefits; able to expertly advise customers on the best benefits solution for their objectives
• Ideally you will have experience working with enterprise level customers and working with executive level stakeholders
• Excellent communicator, including both written and verbal presentation skills
• Extremely proactive in staying up to date in the benefits space, driving forward your learning and development in the industry
• Team player - you’ll be working across different departments to help ensure that customers have the best experience
• You're looking for a hybrid working environment - this role is 3 days a week in our London office

Salary £75-85K plus bonus

Hybrid Working - Birmingham, 1 day a week

Responsibilities:

To secure revenue from new services to current group clients, assisting in the
delivery of our clients business plan and objectives for profitable growth and increasing income.
Cross selling of our clients corporate benefits proposition into the other areas of their Group.

Key responsibilities:
• Increase the range of services provided to pension administration clients and group commercial insurance clients
• Partner with Consultants and sales teams from across our clients group to identify new targets for selling employee benefits proposition
• Sales presentations using all methods to prospective clients to identify opportunities to sell employee benefits services
• Ensure formal contracts and service level agreements exist for all new clients
• Deliver full handover to client delivery teams for newly acquired clients, including involvement of finance team for invoicing purposes
• Update CRM with sales prospect information and report regularly on pipeline development
• Work alongside their sales and marketing team to deliver effective and engaging marketing activities for new clients
• Identification of new opportunities to support new business activities
• Organisation of events to promote employee benefits offering

Knowledge, Skills, and/or Abilities:
• Excellent interpersonal and communication skills with the ability to interact effectively with all types of clients.
• Well-developed capability to prioritise and manage yourself in order to achieve challenging targets
• Willing to travel extensively across the UK
• The ability to identify relevant new business opportunities and drive them through to a sale
• Excellent presentation skills

Education and/or Experience:
• Proven track record in sales
• Self-starter highly motivated by their own success and an evangelist for the products
• Must be able to work in a target driven environment
• Experience in employee benefits and in ideally Group Risk / Healthcare products

Salary £55K plus bonus

Hybrid Working - London, 3 days a week

Responsibilities

• Responsible for the day to day client relationship.
• Responsible for the on boarding of new clients and / or new programs for existing clients.
• Responsible for the implementation and the completion of SLAs (compliance with global SLA, if any).
• Responsible to establish best relationship and engaging with them to support agreed sales and maintenance strategy.
• Support Account Director in the building of sales strategy and possible target clients (prospects).
• Participation to the retention strategy and support cross selling /up selling initiatives.
• Document internal CRM (Saleforce.com) on daily basis on assigned client.
• Support tender management team for prospect(s).
• Support network insurers for local tenders by coordinating with HQ, leveraging on global relationships, etc.
• Ensure feedback from RfP´s in coordination with other AGB teams.
• Ensure sales processes are in place and followed.
• Build and maintain excellent relationship to client’s brokers.
• Build and maintain excellent relationships with Network Insurers.
• Provide support for Network Searches.
• Report issues and / or improvement and suggest solutions to account management leader.
• Management of the operational, day-to-day relationship with corporate clients
• Focus on retention and consolidation of existing business and acquisition of new business for existing clients
• Coordination of day-to-day service delivery to existing corporate clients, e.g.:
• Timely delivery on quote requests within the network
• Improvement of client service
• Client implementation reports
• Performance on all administration and communication tasks related to the above
• Cooperation & exchange with Sales Directors:
• Support with the preparation of client review meetings
• Pre-qualification of requests from clients and prospects
• Execution on client/prospect strategy
• Support of network insurers with local tenders for existing corporate clients

Senior Account Manager

In addition to that a Senior Account Manager will in alignment with the Sales Director and for each nominated client:

• Manage the full client’s relationship: operational and strategic.
• Define the Sales strategy for the nominated client.
• Set cross selling and upselling objectives on assigned client portfolio.
• Execute operationally the cross selling and upselling.
• Review and analysis on regular basis the client relationship.
• Inform the Account Director on a regular basis about any developments and ask for guidance.
• Integrate annual planning of nominated client into the Account Director annual planning.
• Senior Account Manager can be asked to support or supervised work of Account Manager on demand.

Salary £55-65K plus bonus