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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.
Our Workplace Health & Wealth (WHW) business area has grown considerably and provides ongoing consultancy services to over 200 clients, and as such we are looking to recruit a Senior Client Support within our Cheltenham office.
This role, also known as Senior Client Support provides assistance to the Line Manager, Health and Wealth Consultants and Client Relationship Managers (CRMs). You’ll work on requests relating to defined contribution pension arrangements, health and protection policies, communications and flexible benefit platforms – broadly all issues relating to Workplace Benefits.
To be successful in the role, you’ll already have experience / knowledge of Group DC pensions. You’ll probably be working as a Senior Administrator for an IFA or another financial services organisation and will enjoy dealing with clients. If you have some mentoring / team leader experience that would also be highly advantageous, but not essential.
You’ll demonstrate a good academic record including Maths & English to GCSE (or equivalent) (minimum grade C) and will be familiar with IT systems, in particular Excel with some Word and PowerPoint. If you have already completed professional qualifications this would be brilliant, however, we will fully support and encourage you to do this as part of your ongoing development.
Are you driven by client satisfaction and motivated to building and maintain strong relationships both with clients, and with team members?
Is your time management exemplary? Are you motivated to identify opportunities to implement efficiencies and support change?
Would you thrive in an environment where you are encouraged to attend internal and external events to build business relationships, and where you are empowered and encouraged to identify and report business opportunities?
If the answer is yes, we would love to hear from you!
What We Offer
- A highly competitive benefits package, which includes a non-contributory pension (we'll contribute 6% of your salary for the first year and 7.5% thereafter), 25 days annual leave with the ability to buy or sell up to another 5 days per year, a discretionary annual bonus plus many flexible benefits you can opt in or out of
- The opportunity to progress - our plans at BW are to continue our growth strategy and we'd like to take our employees on this journey. When you feel ready to take on more responsibility or would like to try something different, we'll do our best to support you in this - all our vacancies are advertised internally
- An environment that is supportive and enabling - we want you to be productive and happy during the time you spend at work
If you would like to work for one of the UK’s leading consultancies at the forefront of risk, pensions, investment and insurance, click to apply now!