Bartlett Group
Employee Benefits Associate Consultant
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Salary: Competitive and dependent on experience + excellent benefits available
Bartlett Employee Benefits continues to grow, and we’re looking for an Associate Consultant to join our talented team. With exceptional client retention and a reputation for high standards, we’re seeking someone who shares our values of client focus, integrity, and continuous improvement.
The Role - Associate Consultant
Our Employee Benefits division is expanding rapidly, creating an exciting opportunity for ambitious, analytical, and proactive individuals to contribute to this success. While we welcome applicants with prior Employee Benefits experience, we also have an excellent record of supporting people from other professional services backgrounds (such as accounting, law, and recruitment) who are ready to build a rewarding career in this specialist field.
Individuals with strong communication, numerical, and analytical skills, and confidence working with data, excel in this role, which demands interpretation, problem-solving, and attention to detail in delivering exceptional client support. In this role, you'll become a trusted part of our consulting team, helping clients navigate an evolving Employee Benefits landscape while building your own expertise and professional qualifications.
Development and Progression
Our people are at the heart of what we do, and we pride ourselves on offering clear progression opportunities. We provide tailored training based on your interests and strengths, combining industry qualifications (CII) with professional development in areas such as presentation skills, report writing, and Excel. You’ll also receive dedicated mentoring and structured support to help you become an expert in Employee Benefits.
With access to our advanced technology platform and a constantly evolving market, you’ll have every opportunity to develop your skills, grow your career, and make a real impact in a collaborative and forward-thinking environment.
Duties
Your initial responsibilities are listed below, however due to the division's growth, these can develop and change to suit your career aspirations, interests, and strengths:
- Working with and supporting our consulting team in dealing with client and product provider queries
- Building strong relationships with our clients to understand their needs and create tailored Employee Benefits solutions
- Undertaking Employee Benefits reviews and writing reports to be presented to our clients
- Attending client meetings in person and virtually
- Managing Employee Benefit policy renewals, coordinating with providers and clients in a timely and organized manner
- Developing relationships with product providers to understand their propositions
- Staying informed about industry developments and changes in legislation which impact our clients
- Managing claims and medical underwriting
- Supporting and administering Employee Benefits policies through our market-leading online benefits platform
- Reviewing and analyzing employee, company, and benefit data
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Our Ideal Candidate
You will have experience in either an Employee Benefits OR Professional Services role which includes engaging with clients or other professionals. Some of the skills and behaviors which are important to us are:
- Keen to continually learn and develop your knowledge and skill-set
- Curious to understand, improve, and challenge/question where appropriate
- Have an interest and empathy for people and the ability to understand their point of view and a drive to help at all times, wherever possible
- Experience of team environments and an understanding of the importance of the team and how together we will all support each other in being successful
- Being proactive in your thinking and how you can improve work tasks and support our busy team in being more efficient
- Enthusiasm
- You will be expected to efficiently manage your own workload to ensure client and internal deliverables are met but also proactively support others in the team and have the foresight to understand deadlines which will require organization
- Ability to prioritize tasks from multiple sources (internal and external) and also to manage expectations on deliverables where necessary
- You are proficient in Word and Excel with strong organizational/administrative skills
- You are a strong communicator with a proficient level of written and spoken English and grammar
- Ability to develop, nurture, and maintain positive working relationships both internally and externally
Our Benefits
At Bartlett, we offer a comprehensive and competitive benefits package designed to support your financial wellbeing, health, work-life balance, and long-term career development.
Financial Security and Professional Support
- Competitive salary, based on experience
- Competitive pension scheme via salary sacrifice, with a minimum 5% employee contribution and Bartlett contributing 7%
- Private Medical Insurance with Bupa
- Income Protection cover
- Life Assurance of four times salary when enrolled in the pension scheme
- Professional membership fees paid
- Sponsored CII studies and ongoing professional development support
Health and Wellbeing
- £500 annual wellbeing allowance to spend on a wide range of health and wellbeing initiatives, including health screenings, fitness apps, books, subsidized yoga classes, and access to our in-house personal trainers
- Employee Assistance Programme
- Voluntary employee-funded Health Cash Plan through Medicash
- Free use of our onsite gym, including Pelotons, subsidized personal training, and fitness classes
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Work-Life Balance
- 25 days annual leave, increasing to 27 days with service, plus bank holidays
- Option to buy or sell up to 5 days' annual leave each year through salary sacrifice
- Paid volunteering days to support causes that matter to you
- Enhanced family-friendly leave policies
- £300 contribution towards a suitable desk and chair for home working
- Agile & Flexible working policy
Sustainable Benefits
- Cycle to Work Scheme
- Electric Vehicle Salary Sacrifice Scheme
- Free onsite electric vehicle charging points
The Added Extras
- Buddy programme to help you settle into life at Bartlett, including a complimentary welcome meal
- Fortnightly pop-up restaurants, with meals subsidized
- Regular onsite car wash visits
- Quarterly team and company social events
- Employee referral bonus for successfully introducing a new recruit to Bartlett
About Bartlett Group
Established in 1940, Bartlett is one of the UK’s leading insurance brokers and financial advisers. Recognized for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.
Today, the business is proudly managed by the third generation of the Bartlett family, acting for businesses across the UK – from regional firms to large multinational employers.
With an eye to the next decade (as opposed to the next quarter), we’re perfectly placed to continue to create meaningful and enjoyable careers for our colleagues across the UK, whatever their role.
And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our pre-tax profits to support grassroots organizations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.
Due to the volume of applications, we are unable to offer feedback to all submissions. If you have not heard from us within 14 days, you have been unsuccessful on this occasion.
Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, or age.
We are committed to creating an inclusive recruitment process. If you require any reasonable adjustments during the application or interview process, please let us know, and we will be happy to support you.
WE DO NOT REQUIRE ADDITIONAL AGENCY SUPPORT FOR THIS ROLE
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location