Benefits Consultant: Pensions & Strategy

Company Description Smith & Pinching is one of Norfolk’s leading firms of Chartered Financial Planners, providing expert financial strategies for individuals and businesses, including pensions and investments. The firm focuses on building long-term relationships by offering clients a single, trusted point of contact for their financial planning needs. Smith & Pinching emphasizes clear communication and practical guidance to help simplify complex financial decisions.

Recognising that each client’s circumstances evolve over time, the firm tailors advice to changing priorities and new opportunities, aiming to deliver consistent, high-quality service and outcomes.

Role Description This full-time, on-site Employee Benefits Consultant role is based in Norwich. Our Employee Benefits Consultants advise corporate and individual clients on employee benefits programs, including pensions, protection, ridk, and other workplace benefits. Day-to-day responsibilities include reviewing existing benefit schemes, recommending improvements, and preparing clear proposals and reports. The role involves meeting clients, understanding their objectives and workforce needs, and delivering tailored benefit solutions aligned with regulatory requirements and best practices.

Our Employee Benefits Consultants also liaise with providers, support implementation of new schemes, and provide ongoing client service and guidance.

Qualifications

• Strong expertise in Employee Benefits and Benefits Administration, with the ability to design, review, and manage workplace benefits programs.
• Consulting skills, including needs analysis, solution design, and presenting recommendations to business stakeholders.
• Knowledge of Insurance products relevant to employee benefits, such as life, health, and income protection but not limited to.
• High-quality Customer Service skills, with a focus on relationship-building, clear communication, and responsiveness.
• Understanding of UK pensions and benefits regulations, or willingness to develop this knowledge quickly.
• Relevant professional CII qualifications and minimum 5 years experience.
• Ability to work collaboratively with colleagues, manage multiple client portfolios, and maintain accurate documentation.
• Proficiency in standard office software and comfort working with data, reports, and spreadsheets.