Associate Consultant Team Leader

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.

The job involves leading and developing a team of Associate Consultants, ensuring the successful delivery of their work to Risk & Healthcare corporate consulting clients. You will serve as the point of escalation for sophisticated issues raised by the team and report progress to the Risk & Healthcare corporate consulting Management Team. The role requires exceeding both internal and external client expectations in a non-regulated, B2B corporate pension and employee benefits setting. You will provide timely and accurate support to Consultants and Management in their interactions with corporate clients, including regular client communication and coordination with the administration team. Taking ownership of a small portfolio of corporate clients, you will offer high-quality advice and consultancy within agreed budget constraints. Providing a professional and outstanding service to all clients, colleagues, and external parties is crucial, with the aim of surpassing both internal and external client expectations.

• Anticipate and respond to the needs and objectives of the Associate Consultant team with a timely managerial approach to meet their needs and ensure consistent delivery of outstanding client service.
• Responsible for a small client portfolio, anticipating and responding to the ongoing and future needs and objectives of clients, with a timely and flexible approach to meet and exceed their expectations and ensure consistent delivery of outstanding service.
• Demonstrate a good level of up-to-date technical knowledge of employee benefits, advising clients within the designated Permitted Areas of Activity as confirmed by line management/Compliance.
• Provide proactive and effective support to Consultants and Management in all aspects of their work with corporate clients, allowing them time to develop additional new business opportunities.
• Maintain and develop positive relationships with both new and existing corporate clients.
• Develop effective internal and external relationships to provide an efficient professional service to clients in line with service agreements and manage their expectations.
• Assist with client scheme renewals, working closely with the Consultant and administration teams.
• Acquire detailed knowledge of all technical aspects of corporate schemes, working with the administration teams and directly with clients to provide guidance on all aspects of the clients' schemes.
• Provide support to clients and scheme members, on the telephone/in person, with new enquiries, client correspondence, and information requests as necessary.
• Prepare and finalize client reports and PowerPoint presentations in conjunction with the Lead Consultant.
• Provide support in campaign management and meeting preparation (including liaison with insurers, administration team, and clients; arranging meetings, clinics, seminars; preparation and distribution of meeting agendas, packs, and presentations; briefing Consultant prior to meeting), and attend client meetings when required.
• Achieve and exceed revenue targets through the retention of existing clients.
• Take overall responsibility to ensure all clients are profitable, serviced on the agreed standard/bespoke pricing basis, and the fee invoicing process is undertaken in a timely manner.
• Ensure any additional services offered to clients are agreed on the standard fee pricing basis through sign off by management.
• Assist Consultants in monitoring income to ensure budget achievement and financial control over Consultant portfolio and client budgets.
• Proactively assist the Consultant in identifying and progressing new business/income opportunities with clients.
• Identify potential unprofitable clients and agree with management what action, if any, is required.
• Ensure adherence to the firm's engagement and re-engagement procedures, with suitable protections in place.
• Maintain a diary management system for yourself and the Consultant that enables efficient oversight and intra-team workflow.
• Lead timescales – ensure all client deadlines and service levels are met or advise the client/management otherwise.
• Lead action points from meetings/matters arising.
• Carry out duties in accordance with our internal policies and procedures, applicable laws, rules, regulations, good governance, and Gallagher's shared values, including putting clients at the heart of our business.
• Take all reasonable steps to ensure the part of the business for which you are accountable demonstrably complies with applicable laws, rules, regulations, good governance, and Gallagher's shared values, including putting clients at the heart of our business. If shortcomings are identified, take responsibility for remedial action planning and action in conjunction with the relevant experts within the firm.

• Minimum of A-Level qualifications including English and Maths (ideally educated to degree level), or equivalent
• Studying towards or have acquired the relevant professional qualifications for the individual role: Group Risk (ie CII GR1); Healthcare (CII IF7); Pensions (ie Pensions Management Institute diploma level)
• Evidence of Continuing Professional Development (CPD) as required to maintain and improve knowledge and skills
• Relevant professional qualifications for the role (e.g., Group Risk, Healthcare, Pensions)
• Evidence of Continuing Professional Development (CPD)
• Solid understanding of employee benefits consultancy
• Up-to-date industry knowledge
• Developing core consulting skills
• Proficient in Microsoft Office and relevant systems
• Compliance with "Treating Customers Fairly" principles
• Awareness of regulatory requirements
• Experience in Financial Services or financial services administration
• Strong customer service and relationship building skills
• Excellent communication skills
• Organizational skills and ability to lead multiple tasks
• Attention to detail and high-quality documentation
• Ability to travel to various locations (Driving licence (clean) / access to a car is preferable)
• Eligible to work in the UK

Desirable Qualifications:

• QCF Level 4 (Diploma level PFS or PMI)

#LI-TM2

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 TAGlobalSupport@ajg.com . 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.