Pension Client Support
other jobs Appcast Enterprise
Added before 4 Days
- England,West Midlands,Birmingham
- full-time
- Competitive salary
Job Description:
Introduction
Discover a world of endless possibilities at Gallagher Benefit Services, where you’ll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview
We are seeking a dedicated Corporate Pension and Employee Benefits Specialist to join our Specialist Markets team. This non-regulated, B2B role involves providing timely and accurate support to Associate Consultants, Consultants, and Management in all aspects of their work with corporate clients. The successful candidate will act as the primary pensions contact, ensuring a high-quality service to all clients, colleagues, and third parties.
How you’ll make an impact
*Support new pension implementations in conjunction with new business coordinators and/or client owners.
*Anticipate and respond to client needs and objectives with a prompt and flexible approach.
*Maintain up-to-date technical pensions knowledge to support clients within designated Permitted Areas of Activity.
*Provide proactive and effective support to Consultants and Management.
*Develop and maintain strong relationships with clients and internal teams.
*Assist with client governance meetings and provide support in campaign management and meeting preparation.
*Prepare and finalize client reports and PowerPoint presentations.
*Maintain a detailed understanding of pension provider systems and portals.
*Assist in monitoring income to ensure budget achievement and financial control.
*Identify and progress new business/income opportunities with clients.
*Ensure adherence to the firm’s engagement and re-engagement procedures.
*Manage action points from meetings and ensure all client deadlines and service levels are met.
*Comply with internal policies, procedures, applicable laws, rules, regulations, and Gallagher’s shared values.
About You
*Competence in English and Maths.
*Excellent written and verbal communication skills.
*Evidence of Continuing Professional Development (CPD).
*Studying towards or holding relevant professional qualifications.
*Good technical knowledge of DC Pensions, including products, markets, and regulatory standards.
*IT literate with proficiency in Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases.
*Strong communication, questioning, listening, report writing, and presenting skills.
*Demonstrable experience in a similar role within Financial Services or financial services administration.
*Strong customer service and relationship-building skills.
*Excellent organizational skills with the ability to manage multiple tasks and meet tight deadlines.
*High level of accuracy and attention to detail.
*Ability to travel to various locations (clean driving license/access to a car is preferable).
#LI-TM2
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
*Minimum of 25 days holiday, plus bank holidays, and the option to ’buy’ extra days
*Defined contribution pension scheme, which Gallagher will also contribute to
*Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
*Income protection, we’ll cover up to 50% of your annual income, with options to top up
*Health cash plan or Private medical insurance
Other benefits include:
*Three fully paid volunteering days per year
*Employee Stock Purchase plan, offering company shares at a discount
*Share incentive plan, HMRC approved, tax effective, stock purchase plan
*Critical illness cover
*Discounted gym membership, with over 3,000 gyms nationally
*Season ticket loan
*Access to a discounted voucher portal to save money on your weekly shop or next big purchase
*Emergency back-up family care
*And many more…
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.
We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.
Should you require reasonable adjustments to your application, please get in touch with . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Livin
Discover a world of endless possibilities at Gallagher Benefit Services, where you’ll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.
We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
Overview
We are seeking a dedicated Corporate Pension and Employee Benefits Specialist to join our Specialist Markets team. This non-regulated, B2B role involves providing timely and accurate support to Associate Consultants, Consultants, and Management in all aspects of their work with corporate clients. The successful candidate will act as the primary pensions contact, ensuring a high-quality service to all clients, colleagues, and third parties.
How you’ll make an impact
*Support new pension implementations in conjunction with new business coordinators and/or client owners.
*Anticipate and respond to client needs and objectives with a prompt and flexible approach.
*Maintain up-to-date technical pensions knowledge to support clients within designated Permitted Areas of Activity.
*Provide proactive and effective support to Consultants and Management.
*Develop and maintain strong relationships with clients and internal teams.
*Assist with client governance meetings and provide support in campaign management and meeting preparation.
*Prepare and finalize client reports and PowerPoint presentations.
*Maintain a detailed understanding of pension provider systems and portals.
*Assist in monitoring income to ensure budget achievement and financial control.
*Identify and progress new business/income opportunities with clients.
*Ensure adherence to the firm’s engagement and re-engagement procedures.
*Manage action points from meetings and ensure all client deadlines and service levels are met.
*Comply with internal policies, procedures, applicable laws, rules, regulations, and Gallagher’s shared values.
About You
*Competence in English and Maths.
*Excellent written and verbal communication skills.
*Evidence of Continuing Professional Development (CPD).
*Studying towards or holding relevant professional qualifications.
*Good technical knowledge of DC Pensions, including products, markets, and regulatory standards.
*IT literate with proficiency in Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/databases.
*Strong communication, questioning, listening, report writing, and presenting skills.
*Demonstrable experience in a similar role within Financial Services or financial services administration.
*Strong customer service and relationship-building skills.
*Excellent organizational skills with the ability to manage multiple tasks and meet tight deadlines.
*High level of accuracy and attention to detail.
*Ability to travel to various locations (clean driving license/access to a car is preferable).
#LI-TM2
Compensation and benefits
On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
*Minimum of 25 days holiday, plus bank holidays, and the option to ’buy’ extra days
*Defined contribution pension scheme, which Gallagher will also contribute to
*Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
*Income protection, we’ll cover up to 50% of your annual income, with options to top up
*Health cash plan or Private medical insurance
Other benefits include:
*Three fully paid volunteering days per year
*Employee Stock Purchase plan, offering company shares at a discount
*Share incentive plan, HMRC approved, tax effective, stock purchase plan
*Critical illness cover
*Discounted gym membership, with over 3,000 gyms nationally
*Season ticket loan
*Access to a discounted voucher portal to save money on your weekly shop or next big purchase
*Emergency back-up family care
*And many more…
We value inclusion and diversity
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.
We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don’t worry, we’re here to help, however, we can only do this if you let us know.
Should you require reasonable adjustments to your application, please get in touch with . If you’d prefer to speak on the phone, please request a call back, leaving details, so we get in touch.
Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Livin
Job number 1670329