Overview
The Senior Pensions Consultant role is a dynamic, B2B position focused on corporate pensions and employee benefits. You'll manage and grow a portfolio of clients, delivering expert advice, driving profitability, and uncovering new business opportunities. With a leadership role in national initiatives and a commitment to exceeding client expectations, this is your chance to make a real impact through strategic thinking and exceptional service. How you'll make an impact Manage and own client accounts, including high-value and complex pension and employee benefits relationships, delivering tailored solutions to meet client needs and exceed expectations. Provide expert consultancy on Corporate DC Pensions and employee benefits. Contribute to the development and achievement of Employee Benefits corporate objectives, with a focus on innovative pension solutions. Build strong internal and external relationships to ensure efficient, professional service delivery aligned with client expectations and service agreements. Drive revenue growth by retaining pension clients, generating new business, and managing high-value, specialist pension portfolios. Identify and secure additional revenue opportunities through cross-selling pension and employee benefits services, referrals, and leveraging professional connections. Prepare and negotiate service and fee proposals for pension and benefits solutions within approved pricing structures and protocols. Monitor income, manage budgets, and ensure financial control over pension client portfolios, addressing unprofitable relationships with management. Ensure compliance with engagement and re-engagement procedures, maintaining suitable protections for pension clients. Deliver high-quality client reports, presentations, and supporting materials tailored to complex pension and employee benefits needs. Mentor and support Associate Consultants and team members, particularly in developing their pensions expertise. Participate in team meetings to share insights, drive innovation, and promote best practices in pension and employee benefits consultancy. About You Extensive technical expertise in employee benefits consultancy, including Corporate DC Pensions, supported by industry qualifications (, PMI diploma) and ongoing CPD. In-depth knowledge of regulatory requirements for advised and non-advised sales, ensuring compliance when providing advice and recommendations. Proven experience in Financial Services with a track record of high sales success and managing complex, high-value corporate client relationships. Exceptional customer service and relationship-building skills, with the ability to negotiate effectively at Board level (MDs/FDs) and with senior stakeholders. Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to ‘buy’ extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x Income protection, we’ll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back-up family care And many more…