Pensions Consultant – Business Development Unit
Our client is a long-established, specialist pensions and investment provider. Through its industry-wide pension schemes, it provides pension, life assurance and illness benefits to thousands of members within a single industry sector, along with a broad range of investment funds to suit all types of pension investor. Working in partnership with employers, the organisation supports their employees’ pension and investment requirements and helps businesses to attract and retain staff.
The Role
Reporting to the Business Development Manager, the Pension Consultant is responsible for delivering clear, engaging presentations and communications to pension scheme members across multiple schemes. The role focuses on improving member understanding of their pension benefits, options, and retirement planning through seminars, workshops, and one-to-one engagement. This is an activity target driven role.
Key Responsibilities:
- Deliver presentations (in-person and virtual) to pension scheme members
- Explain pension benefits, options, and retirement processes in a clear, accessible way
- Support member engagement campaigns across multiple schemes
- Respond to member queries following presentations
- Promote the value of AVC’s and sign members up where appropriate
- Collaborate with internal teams to ensure accurate and consistent messaging
- Tailor presentations to different audiences (e.g. active members, field-based staff, pre-retirees)
- Keep up to date with pension legislation and scheme rules
- Assist in developing presentation materials and communication content
- This role provides information and guidance, not regulated financial advice
The Person:
- Confident, professional, and enthusiastic, with a positive, can-do attitude
- Goal Oriented & highly motivated individual who is interested in working towards a target.
- Well organised individual, who can work to strict deadlines, and manage own diary effectively.
- Work in a busy environment while maintaining the highest standard of accuracy and attention to detail.
- A multi-tasker, who is used to working in a busy and demanding environment.
- A team player, with ability to work closely and co-operatively with colleagues, yet prioritize workload and work on own initiative.
The Requirements
- Strong presentation and public speaking skills
- Ability to explain complex pension topics in simple terms
- Experience in pensions, financial services, or employee benefits (preferred)
- Excellent communication and interpersonal skills
- Confident engaging with large and small groups
- Organised with the ability to manage multiple schemes
- QFA, RPA or IIPM, or equivalent financial services qualification
- Relevant experience in pensions administration, consultancy, or communications
