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




  • The requisite technical knowledge and qualification (e.g. QCA Level 4 exams)
  • Driving licence


  • CII Diploma or equivalent, or significant progress towards this qualification



  • At least 2 years of experience in the Financial Services industry
  • Effective verbal and written communicator
  • Excellent IT skills (Microsoft Office)


  • 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


  • 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


Mail: Human Resources Department
Aberdein Considine
5 - 9 Bon-Accord Crescent
AB11 6DN