Senior Workplace Savings Consultant (DC Pensions)
Job description
As a Senior Workplace Savings Consultant (DC Pensions), the work centres on cross‑sell/product mix; deliver the whole firm to the client. Identify opportunities for you or colleagues to assist clients in meeting their goals. It would suit someone who can bring strong professional approach to the role.
Where the work sits
This is a hybrid working role, with a requirement to work three days per week in the office. Vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and have impact.
How the role works day to day
Cross‑sell/product mix; deliver the whole firm to the client. Identify opportunities for you or colleagues to assist clients in meeting their goals. Provide clients with pension consulting services in line with the client’s service schedule. Supporting clients with Automatic Enrolment and the use of the AE module on Darwin.
What helps in this setting
Strong professional approach.
Practical details
- Experience using an employee benefit platform or auto‑enrolment software.
- Work model: Hybrid.
- Additional detail: Pension support may be included.
What needs to be in place
- CII or equivalent level 4 qualification or working towards it.
- Solid relevant experience in a client‑facing DC pension consulting role.
- Wider employee benefits and financial wellbeing experience.
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