Corporate Benefits Consultant / Trainee Consultant
Date Posted: 05/06/2024
Location: Blenheim House
Job Description
Position Type - Full Time / Permanent
Aberdein Considine are looking for a consultant to join our busy Corporate
Benefits department. The successful candidate will help deliver a customer
focused employee benefit service to our SME clients. This will include dealing
with Group Pension Arrangements, Group Life Cover, Income Protection and Private
Medical Insurance.
- Provide
first-class service to create and maintain long-standing relationships
with corporate clients of Aberdein Considine. Act as the main point of
contact for all inquiries from corporate clients and their employees,
ensuring service levels are met
- Prepare and
deliver presentations to new prospective corporate clients regarding Aberdein
Considine’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 Aberdein Considine 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
Corporate benefits director in providing advice on Employee Benefit
Schemes during presentations and meetings with new and existing clients
- 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
- Ensure
a current, in date Statement of Professional Standing (SPS) is always held
- Attain
and maintain level of competence as required by the firm
- Ensure
relevant CPD is maintained and recorded accurately
- Comply
with the Financial Services and Markets Act 2000 and the relevant FCA rules at
all times
- Keep
up to date with all relevant product, legislative and technical changes
Requirements
QUALIFICATIONS
Essential
- The requisite
technical knowledge and qualification (e.g. QCA Level 4 exams)
- Driving licence
Desirable
- CII Diploma or equivalent, or significant
progress towards this qualification
Essential
- At least 2 years of experience in the Financial Services industry
- Effective
verbal and written communicator
- Excellent
IT skills (Microsoft Office)
Desirable
- Experience as
an Independent financial or Corporate benefits Adviser
- Experience of
Corporate benefits delivery specifically with
employee benefit schemes
- Good knowledge of group pensions
- Working knowledge of Group Pensions and
Risk Products
- The
requisite technical knowledge and qualification (e.g. QCA Level 4 exams)
- Broad knowledge of financial products and processes
Desirable
- Working
knowledge of Intelligent Office system
- Previous
experience using leading providers’ online pension systems
- High
attention to detail
- Customer
focussed, friendly, professional manner
- Organised
- Ability
to work on own initiative and as part of a bigger team
How Do I Apply?
Online: Application Form
Download: Application Form
E-mail: recruitment@acandco.com
Mail: Human Resources Department
Aberdein Considine
5 - 9 Bon-Accord Crescent
Aberdeen
AB11 6DN