Employee Benefits Associate Consultant

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.

The Role - Associate Consultant

Our Employee Benefits division is growing fast and looking for ambitious, intelligent and entrepreneurial candidates to support this impressive growth. As well as recruiting from within the Employee Benefits sector, we have a great record of transitioning those working in other professional services fields into Employee Benefits, including those from the accounting, law and recruitment sectors.

Our team is the most important part of our success and we pride ourselves on career progression. By supporting and developing our team, the growth and success of our division will follow. We tailor our training to suit your interests and strengths, so you can best support our clients.

The training and further education includes industry CII qualifications as well as the opportunity to attend professional skill based courses such as public speaking, report writing and Excel. We also provide you with the necessary training and mentoring to become an expert in Employee Benefits.

With our technology solution and the constant advancements in the wider Employee Benefits market, you will have a range of possibilities to further your career and allow you to flourish.

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 our consulting team in dealing with client and product provider queries
• Build 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 are 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

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