Employee Benefits Associate Consultant

Bartlett Employee Benefits continues to grow, and we’re looking for an Associate Consultant to join our talented team. With exceptional client retention and a reputation for high standards, we’re seeking someone who shares our values of client focus, integrity and continuous improvement.

The Role - Associate Consultant

Our Employee Benefits division is expanding rapidly, creating an exciting opportunity for ambitious, analytical and proactive individuals to contribute to this success. While we welcome applicants with prior Employee Benefits experience, we also have an excellent record of supporting people from other professional services backgrounds (such as accounting, law and recruitment) who are ready to build a rewarding career in this specialist field. Individuals with strong communication, numerical and analytical skills, and confidence working with data, excel in this role, which demands interpretation, problem-solving and attention to detail in delivering exceptional client support.

Development and Progression:

Our people are at the heart of what we do, and we pride ourselves on offering clear progression opportunities. We provide tailored training based on your interests and strengths, combining industry qualifications (CII) with professional development in areas such as presentation skills, report writing and Excel. You’ll also receive dedicated mentoring and structured support to help you become an expert in Employee Benefits.

With access to our advanced technology platform and a constantly evolving market, you’ll have every opportunity to develop your skills, grow your career and make a real impact in a collaborative and forward-thinking environment.

Duties:

Your initial responsibilities are listed below, however due to the divisions growth these can develop and change to suit your career aspirations, interests and strengths:

• Working with and supporting our consulting team in dealing with client and product provider queries
• Building strong relationships with our clients to understand their needs and create tailored Employee Benefits solutions
• Undertaking Employee Benefits reviews and writing reports to be presented to our clients
• Attending client meetings in person and virtually
• Managing Employee Benefit policy renewals, coordinating with providers and clients in a timely and organised manner
• Developing relationships with product providers to understand their propositions
• Keeping informed of industry developments and changes in legislation which impact our clients
• Managing claims and medical underwriting
• Supporting and administering Employee Benefits policies through our market leading online benefits platform
• Reviewing and analysing employee, company and benefit data

Our Ideal Candidate:

You will have experience in either an Employee Benefits OR Professional Services role which includes engaging with clients or other professionals. Some of the skills and behaviours which are important to us are:

• You are keen to continually learn and develop your knowledge and skill-set
• Curious to understand, improve and challenge/question where appropriate
• Have an interest and empathy for people and the ability to understand their point of view and a drive to help at all times, wherever possible
• Experience of team environments and an understanding of the importance of the team and how together we will all support each other in being successful
• Being proactive in your thinking and how you can improve work tasks and support our busy team in being more efficient
• Enthusiasm
• You will be expected to efficiently manage your own workload to ensure client and internal deliverables are met but also proactively support others in the team and have the foresight to understand deadlines which will require organisation
• Ability to prioritise tasks from multiple sources (internal and external) and also to manage expectation on deliverables where necessary
• You are proficient in Word and Excel with strong organisational/administrative skills
• You are a strong communicator with a proficient level of written and spoken English and grammar
• Ability to develop, nurture and maintain positive working relationships both internally and externally

You will be joining a department that is proud and supportive of every member of the team and the team spirit that is in place. We recognise that we are all part of our collective success. This team works hard, enjoys working together and will provide plenty of opportunity for the right person.

Rewards:

We offer very competitive salaries and a market leading benefits package.

• Competitive salary (based on experience)
• Generous holiday allowance with the ability to purchase more days, plus bank holidays and volunteering days.
• 7% employer pension contributions
• Private Medical Insurance
• Income Protection
• Life Assurance
• Cycle to Work Scheme
• Free Onsite Gym
• £500 wellbeing allowance to spend on health related items (including our inhouse personal trainers/health apps/health screenings/books/subsidised yoga classes)
• Electric Car Scheme with free onsite electric charge points
• Staff discounts on insurance products and financial planning services
• Give as You Earn charity donations scheme

About Bartlett Group:

Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers. Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.

Today, the business is proudly managed by the third generation of the Bartlett family, acting for businesses across the UK – from regional firms to large multi-national employers.

With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.

And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our pre-tax profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.

Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 14 days, you have been unsuccessful on this occasion. Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE