Employee Benefits Consultant

Are you an experienced Employee Benefits professional with a passion for client relationships and financial wellbeing? We’re looking for a Workplace Pension Consultant to join our growing team and play a key role in delivering exceptional service and advice to our valued corporate clients.

About the Role

This is a client-facing position, responsible for managing and developing long-term relationships with a portfolio of Workplace Pension, Group Risk, and Health & Wellbeing clients. You’ll be a trusted partner – promoting the value of employee benefits, ensuring schemes remain fit for purpose, and guiding both employers and employees through the ever-evolving world of workplace benefits.

Key Responsibilities

• Retain and develop long-term relationships through quality advice and outstanding service.

• Promote and enhance the value of employee benefit schemes by understanding client needs, providing tailored consultation, and negotiating competitive pricing.

• Deliver high-quality workplace pension advice to individual scheme members and guidance to Employee Benefits clients and their employees.

• Host engaging financial wellbeing and benefit presentations – both in-person and remotely.

• Arrange and attend member meetings, responding to ongoing queries with professionalism and clarity.

• Work closely with the Employee Benefits Director to shape and evolve our overall proposition.

• Stay informed on market trends and emerging opportunities within the Employee Benefits sector.

• Identify new business opportunities and referral prospects for Wealth Management and other internal teams.

About You

You’ll thrive in this role if you are client-focused, proactive, and passionate about improving financial wellbeing in the workplace.

We’re looking for someone who has:

• Proven experience in an employee benefits consulting role.

• Strong technical knowledge of workplace pensions and auto-enrolment, with working knowledge of group risk, healthcare, business protection, and wider employee benefits.

• CII Diploma (Level 4) or equivalent, with a Statement of Professional Standing (SPS) allowing you to provide regulated advice.

• Excellent communication and presentation skills, with the confidence to engage audiences at all levels – from boardroom to shop floor.

• The ability to simplify complex financial concepts into clear, actionable advice.

Why Join Us

You’ll be part of a supportive, forward-thinking team that values collaboration, innovation, and continuous professional growth. We offer a competitive package, opportunities for development, and the chance to make a real impact in shaping clients’ employee benefit strategies.

Please quote 52066 when calling Sarah at Alexander Lloyd or email them at sha@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.