Client Support - Employee Benefits

Ref
40998
Division
Workplace Health & Wealth / Employee Benefits
Location
Cheltenham
Salary
Competitive
Closing date
30/11/2019

Barnett Waddingham is a partner-led business which prides itself in providing straightforward and well communicated pensions advice.  This philosophy means that we are dependent on talented and well trained employees who enjoy working in a closely knit and friendly organisation.  Our growth has been significant since our creation in 1989.  We aim to continue this growth by recruiting people who share in Barnett Waddingham’s values.

Workplace Health & Wealth (WHW) has grown considerably and is one of eleven practice areas within the firm and provides ongoing consultancy services to over 200 clients.  The WHW team provides consultancy services to employers on benefit plans. We are now seeking to expand our team within Client Support to provide assistance to the Team Leader, Health Consultants, Client Account Managers (CAM) and Client Relationship Managers (CRM). The Client Support role will include responsibility to complete tasks allocated by a Team Leader. 

The role

  • Attending client meetings
  • Assisting the Team Leader, CRM, CAM and Health Consultant in the preparation of reports and collating information for reports covering technical matters and advice;
  • Managing relationships between providers and clients
  • Checking provider issued accounts and issuing statements to clients
  • Analysing information and assisting in preparing recommendations of appropriate solutions for clients;
  • Drafting specifications of services, deadlines and remuneration with clients;
  • Delivering agreed services in accordance with agreed time schedules and budget with each allocated client;
  • Keeping client files compliant
  • Answering relevant calls that come in from various Workplace Health and Wealth helplines
  • Keeping all Workplace Health and Wealth databases up to date

The person

  • Good academic record including Maths & English to GCSE (minimum grade 5/C)
  • Strong communication skills and a team ethic
  • Familiarity with IT systems is required, in particular Excel with some Word and PowerPoint skills.
  • Ideally you will have some relevant financial services background and experience.
  • Encouraged & supported to qualify in Financial Planning exams to Certificate or Diploma level.  

What we offer

  • Flexible annual leave scheme, a generous pension scheme and a competitive (discretionary) annual bonus
  • A broad range of flexible (salary sacrifice) benefits to suit your lifestyle and stage
  • Scope for career progression – we will encourage and support your personal and professional development if that is what you want. This doesn’t necessarily mean climbing the career ladder or pursuing a professional qualification but making sure you feel a sense of achievement and progression
  • The opportunity to work in a multi-award winning pensions consultancy
  • Fresh fruit available to all staff free of charge (along with free squash, teas, coffees and hot chocolate) – something for everybody!
  • Opportunities to socialise or participate in sport, social or cultural activities
  • 1 paid volunteering day per year
  • Dress-down Fridays
  • Modern and comfortable offices where adjustments can be made in order for you carry-out your role in a safe and effective way

Values at Barnett Waddingham

Our values are important to us and we want them to be important to you too: Principled, Quality, Partnership and Respect

Wellbeing at Barnett Waddingham

Employee wellbeing has always been important to Barnett Waddingham and we believe that wellbeing at work is about raising awareness of where issues can arise and balancing the needs of employees and the business.   Our aim is to create an environment which allows individuals to be satisfied at work, be successful in what they do and enable them to achieve their full potential. We have a number of programmes to support wellbeing at Barnett Waddingham.

Diversity at Barnett Waddingham

We want to have a diverse and inclusive workforce as we believe that it will provide us with high performing teams that will be the driving force behind our continued success. An essential  part of this is developing teams who give and welcome different opinions, perspectives and cultural reference; bringing a real richness in our day to day activities, which will achieve better business results, for both ourselves and for our clients. It will also enable us to access a wider talent pool without any boundaries or bias.

We define diversity and inclusion in the following ways:

Respecting differences - we recognise, respect and value individual differences, which may include gender, background, education, religion, ethnicity or perspective. It is the individual that matters and the skills they bring to our organisation.

Inclusion is about embracing these differences for the future of the company. We have created an environment where all our people feel valued and respected, where people give their best. No member of staff should feel excluded from any activity because of their own background.

Corporate Social Investment at Barnett Waddingham

As a firm, we recognise that we have an impact that goes beyond our core activities.

Our corporate social investment programme is an integral part of what we do and is focused on ensuring that our overall impact is a positive one.

Our environment - We have an obligation to reduce the impact that we have on the environment and we consider our consumption, waste, and travel to set clear improvement targets.

Sustainable development - we aim to avoid adverse social and environmental impact in our supply-chain by reducing the environmental impact from service contractors as well as purchasing products that meet recognised environmental standards.

Ethical procurement - People in our supply-chain must be treated with respect and have clear employment rights; we would not knowingly use any service contractors who contravened any such issues.

Charities and volunteering - Our employees make a valuable contribution through their volunteering - each employee is entitled to take one working day a year to volunteer for a recognised good cause. We also match any employee’s personal donations or sponsorship to recognised organisations and charities.

 

 

 

 

 

Job alerts