Health & Benefits Consultant – Hybrid (2 days per week in office)
About Attivo
Attivo are Lifestyle Financial Planners. We’re a privately owned company that values transparency and client focus, offering dedicated financial planning and support.
About the Role
As a Health & Benefits Consultant, you will manage and implement employee benefits solutions for corporate clients, ensuring high-standard customer service and building long‑term relationships.
Key Responsibilities Include
* Provide first‑class service to create and maintain long‑standing relationships with corporate clients of Attivo and act as the main point of contact for all inquiries from corporate clients and their employees.
* Prepare and deliver presentations to new prospective corporate clients regarding Attivo’s services, including the implementation of new schemes and ongoing servicing.
* Implement new Employee Benefits Schemes and conduct presentations and individual meetings with employees of new Attivo corporate clients, covering topics such as existing pension arrangements, investment risk attitudes, pension contributions, and potentially details on Death In Service, Private Medical Insurance, Group Income Protection, and Critical Illness schemes.
* Arrange and conduct annual reviews with all members of existing schemes, including updates on fund value, performance, contributions, and any recommended changes to their investment holdings.
* Assist the Head of Corporate in providing advice on Employee Benefit Schemes during presentations and meetings with new and existing clients.
* Support the tender process by completing tender documents for presentation.
* Collaborate with corporate stakeholders, typically within HR and Finance, to agree on a scheme implementation plan.
* Work with the Corporate team to identify and oversee the delivery of any requirements.
* Presentations and hold meetings with employees to discuss new schemes, ensuring all regulatory obligations are met.
* Maintain and document Continuous Professional Development (CPD) to withstand external scrutiny.
* Follow through with corporate clients, their employees, and providers to ensure timely completion of business, resolve issues, and support the business in handling complaints.
* Keep corporate clients and their employees informed of progress and support lead generation activities as required.
* Maintain product, technical, and regulatory knowledge, always complying with Compliance Procedures and escalating any breaches or concerns to the Compliance Officer promptly.
* Prepare reports for the management team as required.
About You
You are a client‑focused Health & Benefits professional with a strong background in employee benefits, highly organized, commercially minded, and committed to regulatory compliance. You hold or are actively progressing the required industry qualifications, maintain up‑to‑date CPD, and have at least three years’ experience in financial services within employee benefits.
Essential Skills And Experience
* At least 2 years of experience in the Financial Services industry, specifically with employee benefit schemes.
* Good knowledge of group pensions.
* Good standard of general education, ideally a minimum of 5 GCSEs grade A-C (6) or equivalent, including English and Mathematics.
* CII Diploma or equivalent, or significant progress towards this qualification.
Desirable Skills And Experience
* A university degree would be an advantage.
Salary and Benefits
Negotiable depending on qualification and experience.
Attivo Also Offers
* Non‑contributory Pension Scheme
* Private Medical Insurance
* Cashplan
* Income Protection
* Critical Illness
* Death in Service
* Generous holiday allowance, rising with length of service.
* Work from home and flexible working available.
* Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre‑employment vetting as outlined by the Financial Conduct Authority (FCA). This may include, but is not limited to, adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo does not use recruitment agencies and we respectfully ask that agencies do not contact us with regard to posts advertised on this site.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
#J-18808-Ljbffr