Pension Account Executive

Introduction

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you're close but not an exact match, we encourage you to apply.

Overview

Are you an ambitious professional seeking an outstanding chance to create a significant impact within the world of Pension Consulting? We are looking for a Pension Account Executive to join our dynamic employee benefits consultancy team. This role is crafted for someone with a passion for providing high-quality service and a drive to exceed client expectations, whilst demonstrating experience and product and market expertise specific to Defined Contribution Pensions. You will have the chance to work with a premier team and contribute to our mission of delivering magnificent support to our clients.

How you'll make an impact

• Support New Pension Implementations: Collaborate with new business coordinators and client owners to successfully implement new pension plans.
• Client Interaction: Act as the primary contact for clients, ensuring their needs and objectives are met with a flexible and timely approach.
• Technical Knowledge: Maintain up-to-date technical knowledge of pension products and regulatory standards to provide expert support.
• Client Meetings: Assist in client governance meetings, preparing reports, PowerPoint presentations, and other documentation.
• Customer Service: Provide outstanding service to clients and scheme members, addressing inquiries and requests promptly.
• Campaign Management: Support campaign management, including meeting preparations and attending client meetings as required.
• Financial Oversight: Assist in monitoring income to ensure financial targets are met and financial control is maintained.
• New Business Development: Identify and progress new business opportunities with existing clients.
• Compliance: Ensure adherence to internal policies, procedures, and applicable laws and regulations.

About you

Essential:

• Proficiency in English and Mathematics
• Strong written and verbal communication skills
• Evidence of Continuing Professional Development (CPD)

Desirable:

• Relevant professional qualifications or studying towards them
• Technical knowledge of Defined Contribution (DC) Pensions
• IT proficiency, especially with Microsoft Office (Excel, Word, PowerPoint)

Experience

• Demonstrable experience in a similar financial services role
• Proven customer service and relationship-building skills
• Excellent organizational skills with the ability to manage multiple tasks and meet tight deadlines
• High level of accuracy and attention to detail

Behavioral Proficiencies

• Client Excellence: Understanding client needs and managing conflicts effectively.
• Innovation & Resourcefulness: Demonstrating a drive for results and innovative thinking.
• Teamwork & Interpersonal Skills: Effective communication and teamwork abilities.
• Expertise: Strong business insight and functional excellence.
• Integrity: Maintaining trust and ethical standards.

Join us and be part of a team that values your contributions and supports your professional growth. Your expertise will help us continue to deliver outstanding service to our clients!

Compensation and benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:

• Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days
• Defined contribution pension scheme, which Gallagher will also contribute to
• Life insurance, which will pay 4x your basic annual salary, which you can top-up to 10x
• Income protection, we'll cover up to 50% of your annual income, with options to top up
• Health cash plan or Private medical insurance

Other benefits include:

• Three fully paid volunteering days per year
• Employee Stock Purchase plan, offering company shares at a discount
• Share incentive plan, HMRC approved, tax effective, stock purchase plan
• Critical illness cover
• Discounted gym membership, with over 3,000 gyms nationally
• Season ticket loan
• Access to a discounted voucher portal to save money on your weekly shop or next big purchase
• Emergency back-up family care
• And many more

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long-term health conditions or disabilities.

We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know.

Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch.

Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.