Overview
Are you an ambitious professional seeking an outstanding chance to create a significant impact within the world of Pension Consulting? We are looking for a Pension Account Executive to join our dynamic employee benefits consultancy team. This role is crafted for someone with a passion for providing high-quality service and a drive to exceed client expectations, whilst demonstrating experience and product and market expertise specific to Defined Contribution Pensions. You will have the chance to work with a premier team and contribute to our mission of delivering magnificent support to our clients. How you'll make an impact Support New Pension Implementations: Collaborate with new business coordinators and client owners to successfully implement new pension plans. Client Interaction: Act as the primary contact for clients, ensuring their needs and objectives are met with a flexible and timely approach. Technical Knowledge: Maintain up-to-date technical knowledge of pension products and regulatory standards to provide expert support. Client Meetings: Assist in client governance meetings, preparing reports, PowerPoint presentations, and other documentation. Customer Service: Provide outstanding service to clients and scheme members, addressing inquiries and requests promptly. Campaign Management: Support campaign management, including meeting preparations and attending client meetings as required. Financial Oversight: Assist in monitoring income to ensure financial targets are met and financial control is maintained. New Business Development: Identify and progress new business opportunities with existing clients. Compliance: Ensure adherence to internal policies, procedures, and applicable laws and regulations. About You Essential: Proficiency in English and Mathematics Strong written and verbal communication skills Evidence of Continuing Professional Development (CPD) Desirable: Relevant professional qualifications or studying towards them Technical knowledge of Defined Contribution (DC) Pensions IT proficiency, especially with Microsoft Office (Excel, Word, PowerPoint) Experience Demonstrable experience in a similar financial services role Proven customer service and relationship-building skills Excellent organizational skills with the ability to manage multiple tasks and meet tight deadlines High level of accuracy and attention to detail Behavioral Proficiencies Client Excellence: Understanding client needs and managing conflicts effectively. Innovation & Resourcefulness: Demonstrating a drive for results and innovative thinking. Teamwork & Interpersonal Skills: Effective communication and teamwork abilities. Expertise: Strong business insight and functional excellence. Integrity: Maintaining trust and ethical standards. Join us and be part of a team that values your contributions and supports your professional growth. Your expertise will help us continue to deliver outstanding service to our clients! #LI-TM2 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…