Corporate Pension Consultant

Reporting to:

Head of Corporate Pensions

About us:

We’re a refreshingly helpful employee benefits, HR and wellbeing support provider. Since 2001, we’ve been passionate about giving our clients a high standard of care.  No matter what size a business is, we know one solution doesn’t work for everyone. Our focus is on creating tailored solutions for a variety of businesses, to make employee benefits, HR and wellbeing support accessible and affordable.


This is a fantastic opportunity for a personable and self-motivated individual; articulate, with a good general technical knowledge of pensions and employee benefits, with excellent attention to detail, to work in a varied and fast-paced role, at an exciting time in the development of the business.

Primarily, the function of the role would be to manage existing corporate client relationships, providing general advice, and ensuring that projects and services are co-ordinated, delivered and communicated effectively, and in line with the agreed client engagement.

Core activities:

A ‘typical’ day would consist of:

  • Visiting a client to go through an annual pension report, and working together to identify any potential improvements, and relevant employee communications, for the coming year.
  • Delivering a financial wellbeing presentation to employees of a corporate client, followed by one-to-one ‘drop in’ session for employees with individual queries.
  • Preparation of client reports (using data provided by the pension/benefit/service providers) – e.g. Pension Salary Exchange; Annual GPP Review Reports.
  • Arranging a series of client employee presentations via company HR managers.

Main responsibilities would be:

  • Attending, and often chairing, corporate client meetings.
  • Providing corporate client presentations and workshops on a variety of topics.
  • Preparing and/or reviewing corporate client reports.
  • Working with colleagues to develop new financial services and initiatives.

About you

To be considered for the role you are likely to have:

  • CII Diploma in Financial Planning – DipPFS (LEVEL 4).
  • Proven experience in the role of corporate client account management – preferably at a benefits consultancy firm; pension provider or insurance company.
  • Proven experience of working with insurers and pension providers, negotiating terms, and project managing and establishing new pensions.
  • Business consultancy skills – demonstrated ability to identify the need for additional services to be introduced to clients.
  • Good historic client relationships and proven loyalty.
  • A proven track record of planning, project management, and organisational skills, and ability to meet deadlines.


On joining the business:

  • a competitive salary
  • 3 x salary life assurance
  • free parking

unique employee-only benefits from 5,700 retailers, including shopping discounts and reduced price cinema tickets

  • free fruit
  • free on-site gym
  • 27 days’ annual leave and your birthday off

Following successful completion of your probation period:

  • a benefits fund of £290 per annum to spend on benefits of your choice
  • a health cash plan with the option to increase your cover and claim back trips to the opticians, dentist and more
  • an employee assistance programme
  • a Group Personal Pension Plan membership with a 3% employee contribution, 5% employer contribution
  • voluntary benefits, including a cycle to work scheme and give as you earn

Feel you can make a contribution?

Then please get in touch. Send an email and your CV to Jax, telling us why you’re interested in us and why you think you’d fit in: jackie.smith@wearepes.co.uk.

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