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Employee Benefits Consultant

Join a Chartered, client-first Financial Planning firm where Employee Benefits is a genuine strategic growth area.

The Employee Benefits team sits at the heart of the business, advising corporates, charities, and private organisations across pensions, risk, healthcare, wellbeing and reward strategy.

They have built a strong and well-established client base, partnering with senior leadership teams and trustees on complex pension and benefits challenges.

Due to this strategic growth area, they are now seeking to hire a Senior EB Consultant to take ownership of key relationships, drive growth and help shape the future of the proposition.

The Opportunity

This is more than a consulting role.

You’ll:

  • Own, develop and grow a portfolio of high-value corporate clients
  • Act as a trusted adviser to senior leaders, governors and trustees
  • Play a key role in expanding the footprint across the wider corporate market
  • Influence strategy, proposition development and innovation, including AI-led delivery

What You’ll Be Doing

Client Leadership

  • Lead advice across corporate pensions, group risk, healthcare & wellbeing
  • Deliver strategic, forward-thinking recommendations
  • Own governance cycles, renewals, and long-term planning
  • Build deep, trusted client relationships

Growth & Business Development

  • Generate opportunities via an established client base
  • Win new business through referrals, partnerships and tenders
  • Play a visible role in market positioning and sector growth

Leadership & Influence

  • Contribute to a high-performance, collaborative culture
  • Help shape and evolve the Employee Benefits proposition

Innovation & Technology

  • Drive adoption of AI and digital tools
  • Improve reporting, governance, and client communication
  • Identify smarter, more scalable ways of delivering advice

Technical Excellence & Compliance

  • Deliver compliant, high-quality advice aligned with FCA & Consumer Duty
  • Stay ahead of legislative and market developments
  • Ensure robust documentation and risk management

What We’re Looking For

  • Proven experience in corporate Employee Benefits consulting
  • Strong technical expertise across pensions & wider benefits
  • Track record of winning and growing client relationships
  • Experience advising senior stakeholders, trustees, governors
  • Leadership capability and influence
  • Commercial mindset with a growth orientation

Qualifications

  • Level 4 Diploma (CII) or above
  • Current SPS
  • Ongoing CPD commitment

Why Join?

  • Established client base
  • Backed by a well-established, Chartered firm
  • Opportunity to shape strategy, not just deliver advice
  • Genuine focus on technology, AI, and modern delivery
  • Collaborative culture with visible leadership impact

The business offers genuine career opportunities and their reputation is second to none.

Our client is an award winning, multi-disciplinary advisory, tax and audit name with national and global presence.

Please apply to us here at Recruit Wealth for an immediate response


Location: Midlands - Flex/Hybrid Working | Salary: £60000 - £80000 per year | Job type: Permanent | Posted: 27/03/2026

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