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Workplace Pension Consultant

We are currently recruiting for a Workplace Pension Consultant within our Employee Benefits Department. The primary role is to retain and develop long term relationships through quality of advice and service with a portfolio of existing Workplace Pension, Group Risk and Health & Wellbeing clients.

The successful candidate will be required to promote the value of employee benefit schemes to existing corporate clients and their employees by understanding their needs, communicating effectively, providing consultation on the structure and suitability of their benefits and negotiating pricing.

They will also be responsible for

  • delivering high quality service and workplace pension advice to individual scheme members and guidance to all Employee Benefits clients and their employees
  • hosting financial wellbeing and benefit presentations in-person and remotely
  • arranging and attending meetings with members as well as responding to ongoing member queries regarding their benefit schemes.
  • Working with the Employee Benefits Director to develop the overall proposition.
  • Staying up to date with employee benefit trends in the industry, monitoring market developments and assisting with the identification of revenue generation opportunities for existing and prospective clients.
  • Looking for and dealing with new business enquiries and identify referral opportunities to Wealth Management and other internal teams.

The role would suit someone who has:

  • Proven experience working within a related employee benefits consulting role
  • Strong technical knowledge in connection to workplace pensions, automatic enrolment with a working knowledge of group risk, healthcare, business protection as well as the wider spectrum of other employee benefits.
  • CII Diploma (Level 4) or equivalent with a Statement of Professional Standing (SPS) allowing you to provide regulated advice for our existing corporate pension clients.
  • Confident presentation skills, and the ability to engage with all levels of staff at client companies, from senior directors to the most junior levels, is essential.
  • The ability to explain complex financial jargon in plain English.

Contact with your CV if you think that you are the one for us.


Cartlidge Morland is an expanding firm of independent wealth managers, employee benefit consultants and
mortgage brokers based in the City of London. Due to continuing growth, we are seeking additional members to
join our support team based in Scunthorpe.
Candidates must have both working knowledge of financial services business processes, and part or full
FPC/CFP or equivalent. Candidates will require considerable administrative/IT skills, high levels of accuracy,
numeracy and sound communication skills, together with the ability to work accurately, under pressure.
Cartlidge Morland provides a competitive, progressive salary structure, combined with a comprehensive benefits
package, including generous pension provision and performance related bonus.
Candidates wishing to be considered should submit your application to Nicola McConville, at our Scunthorpe
office, or by email enclosing CV and details of their current salary /
Portcullis House 40 Mary Street Scunthorpe North Lincolnshire DN15 6NP
Tel: 01724 278788

Cartlidge Morland welcome applications from all those whose skills and experience are appropriate for our firm. If you would like to be considered for any available positions please contact us by:
  • printing our Application Form
  • completing the relevant information
  • sending the form in the post to Cartlidge Morland, Nicola McConville – Partner, Portcullis House, 40 Mary Street, Scunthorpe, North Lincolnshire, DN15 6NP

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