We are proud to be a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Each individual delivers on our shared values and our commitment to ensuring the highest levels of trust, integrity and quality.
We aim to continue our growth by recruiting talented and committed individuals that have the desire to learn and develop. We strive to employ staff who share our values and can bring special skills - enhancing the service that we provide to our clients.
About the role
This role is known internally as a Client Account Manager (CAM) and sits within the Workplace Health & Wealth (WHW) practice area of Barnett Waddingham. It's purpose is to provide consultancy services and advice to employers on employee benefit plans. A CAM will have a general knowledge of a specific area, such as DC pensions, or Wellbeing benefits such as private medical insurance or group risk.
A CAM is responsible for the day to day delivery of consultancy services to the client in the relevant areas, advising on the implementation and maintenance of employee benefit plans. An important part of the role is to maintain high levels of client care and client satisfaction. The CAM is required to assist the CRM (Client Relationship Manager) in developing existing clients and as required to assist with CRM and PAL (Practice Area Leader) in the acquisition of new business.
In most cases this is an FCA controlled function “CF30” role. The CAM is required to work in accordance with the firm’s internal procedures and in accordance with FCA and other regulation.
CAMs are required to develop and maintain knowledge and skills by undertaking and recording suitable continual professional development and training and competence. An annual assessment of competence will take place.
In terms of qualifications, you’ll ideally be educated to degree level as well as being qualified towards either Chartered Insurance Institute (CII) or Pensions Management Institute (PMI).
The successful candidate will be a self-starter who is able to demonstrate their problem solving and client relationship skills.
What we offer at Barnett Waddingham
- 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 scale 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, cultural activities, clubs and groups
- 1 paid volunteering day per year
- Dress-down Fridays
- Modern and comfortable offices where reasonable 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.
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.