ERP Consultant optimizing and implementing financial processes with Certinia on the Salesforce platform. Collaborating with clients to enhance operational efficiency through smart IT solutions.
About the role
- Corporate Benefits Consultant managing benefits consulting services for corporate clients and generating new business opportunities. Role includes strategic planning and regulatory compliance for client portfolios.
Responsibilities
- Manage a portfolio of corporate clients and delivering expert consulting services across pensions, employee benefits, wellbeing, communications, and online services.
- Play a pivotal role in generating and converting new business opportunities from existing clients and new leads.
- Develop and implement strategic benefit plans tailored to client needs.
- Lead on annual pension governance and regular reviews of group risk and private medical insurance (PMI).
- Collaborate with advisor teams to identify and deliver new opportunities within the corporate client portfolio.
- Ensure all client activity adheres to FCA regulations and internal compliance standards.
- Maintain accurate client agreements and documentation, keeping detailed records in the CRM system.
Requirements
- Strong technical and legislative knowledge of DC pensions, group risk, and group PMI.
- In-depth understanding of auto-enrolment legislation, pension governance, and wellbeing strategies.
- Familiarity with digital benefits platforms and HR technology solutions.
- Substantial experience working in group risk, healthcare, and/or pensions.
- Proven experience managing a corporate benefits portfolio.
- RDR-compliant qualifications are highly desirable.
Benefits
- 28 days holiday plus bank holidays
- Flexible hybrid working arrangement
- Early 2:15pm finish every Friday
- Additional day off for your birthday
- Income protection cover for up to 5 years
- MediCash benefits including 24/7 access to a GP and retail discounts
- 4x salary death-in-service cover
- 5% employer-matched pension contributions
- Access to the Radiant Academy to support your career development
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