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Workplace consultant – employee benefits & financial wellbeing

Sheffield
Synchronicity Group
Workplace consultant
Posted: 11h ago
Offer description

Are you ready to level up your career in employee benefits and workplace financial advice? Are you passionate about helping businesses and their people make better financial decisions? If so then look no further!


Synchronicity are proud to be partnered with a leading UK-wide independent financial advice firm, who are seeking a driven and hungry Workplace Consultant to join their dynamic corporate advice team.

In this role, you’ll inherit an existing book of business and will work with a diverse portfolio of SME and corporate clients, delivering strategic advice on workplace pensions, employee benefits, and engagement programmes that have a real impact.


What you’ll do:

* Manage and develop an existing client portfolio
* Provide expert advice on workplace pensions and group benefits
* Build trusted relationships with clients and partners
* Identify growth opportunities and drive client engagement


What you’ll bring:

* Strong knowledge of workplace pensions, auto-enrolment, and group risk
* Experience in IFA, corporate pensions, or employee benefits consulting
* Excellent communication, analytical and relationship-building skills
* A proactive, client-focused approach


Why apply?

You’ll be joining a progressive, people-focused financial services business that values collaboration, integrity, and innovation. They offer excellent career progression & reward structures (30% on both retention & new business once covering 3x your cost), hybrid working, and the chance to make a meaningful impact in the world of workplace financial wellbeing.


📍 Location: UK-wide hybrid opportunities

💼 Reports to: Head of Workplace


If you’re ready to take your next step in employee benefits consulting, we’d love to hear from you.

Apply now to join a business where your expertise truly matters.

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