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Pension consultant

Dartford
Permanent
Howden Group Holdings
Pension consultant
Posted: 26 January
Offer description

Overview

Howden is a global insurance group with employee ownership at its heart. We are united by a shared passion and a no-limits mindset, with 23,000 employees across 56 countries. We hire, develop, engage and reward the best consultants in the industry. The consultant’s role is to act as their clients’ trusted partner, building relationships at all levels, understanding their business, and providing guidance, insight and ideas to help them meet benefits and wellbeing objectives.

The primary responsibility of the role is to act 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 ability to build client relationships at the highest levels within HR, deliver services, demonstrate the value of the partnership, and expand revenue opportunities. In addition to being a pensions expert, the role requires commercial mindset, protecting and retaining business while seeking new opportunities across the benefits spectrum.

Our 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.

* 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.
* Ensure that all services agreed in the scope of services are delivered within agreed timeframes.
* Create and identify opportunities to grow our role with those clients and generate more revenue, including opportunities outside of pensions (flex, healthcare, wellbeing, international and general insurance), working with other members of the HEBW team.
* Work with the wider HEBW 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 provide high levels of guidance and insights.
* Support the new business team from time to time with pitches and proposals as a Pensions expert to win new clients into HEBW.
* Develop strong working relationships with the HEBW protection, flex, healthcare, wellbeing and international teams to uncover, develop and close client opportunities.
* Collaborate with the wider business to strengthen our health and wellbeing proposition so clients see us as a leading employee benefits consultancy.
* Work with pension providers to ensure delivery to our client base.
* From time to time undertake other activities of a similar nature within capabilities due to the changing nature of the business.


Skills, abilities & personal qualities

* Interpersonal skills – ability to create trust and confidence with clients and the wider HEBW business
* Communication skills – ability to negotiate, influence and demonstrate empathy
* Creativity – consult with clients and construct effective solutions
* Commerciality – work in a way that creates financial opportunities and protects revenue
* Professionalism – consistently deliver to high standards and expectations of clients
* Self-development – continue to learn and grow with changing responsibilities
* Organisation & Time management – manage a busy schedule effectively
* Analytical skills – question clients and analyse data to determine actions
* IT skills – strong MS Office suite capabilities
* Qualifications – Diploma in Financial Planning or working towards


What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. We’re looking for individuals who share our values:

* Our successes have all come from someone brave enough to try something new
* We support each other in the small everyday moments and bigger challenges
* We are determined to make a positive difference at work and beyond


Reasonable adjustments

We’re committed to providing reasonable accommodations at Howden to ensure that our positions align with your needs. This can include software, IT, office setups, flexible hours or hybrid working where feasible.

If you’re excited by this role but have doubts about fit, apply and we will be in touch to discuss reasonable adjustments you may require. Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner to know more.

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