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Corporate Benefits Consultant

Corporate Benefits Consultant

Salary: £40,000 - £50,000

Liverpool , Merseyside, North West – Hybrid Working

Widely known Financial Services organisation that specialises in Financial Planning and comprehensive corporate benefits solutions, dedicated to helping businesses enhance their employee offerings and improve overall workplace satisfaction.

Position Overview:

Your office base will be the Liverpool office. This role is hybrid working from home & office.

Seeking a Corporate Benefits Consultant who will specialise in Defined Contribution Pensions.

As a Corporate Benefits Consultant, you will play a pivotal role in guiding your clients who will be organisations through the process of developing and optimising their employee benefits programs.

Key Responsibilities:

  • Collaborate with clients to discuss their Defined Contribution Pension offerings and understand their organisation.
  • Deliver seminars to organisations and promote the defined contribution pension schemes.
  • Design, propose, and implement customised corporate benefits solutions that cater to each client's unique needs and budget.
  • Conduct thorough market research and stay updated on industry trends to provide informed recommendations to clients.
  • Advise clients on compliance with relevant regulations and standards, ensuring benefits programs adhere to legal requirements.
  • Assist clients in communicating benefits packages to their employees effectively, promoting engagement and understanding.
  • Build and maintain strong relationships with clients, acting as a trusted advisor and fostering long-term partnerships.
  • Monitor the performance and impact of benefits programs, making data-driven adjustments as necessary.
  • Collaborate with internal teams to streamline processes and contribute to the continuous improvement of our services.


  • Proven experience as a Benefits Consultant, Broker Consultant or similar role.
  • Strong understanding of Defined Contribution Pensions.
  • Ideally working towards the Diploma in Financial Planning but not essential.
  • In-depth knowledge of UK employment laws, regulations, and compliance standards related to benefits.
  • Experience and track record of working within Financial Planning or working within Financial Services Provider.

In return:

  • Competitive salary and performance-based incentives.
  • Collaborative and supportive team environment.
  • Ongoing professional development and training opportunities.

Please click to apply, please submit your updated CV.

25 September 2023
Financial Planning
Merseyside, Liverpool
£40,000 - £50,000 - Hybrid working