Trainee Consultant

  • Location:

    Cheltenham, Gloucestershire

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    Paul Covey

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Expiry date:


  • Start date:

    07/01/2020 10:48:16

I am currently working with a leading independent UK consultancy at the forefront of risk, pensions, investment and insurance. Due to continued growth they are now looking to add a Trainee Pension Consultant to their team.

To be considered for this role you will be someone who has been in a trainee DC consultant or paraplanner role and is now looking to take the step into a client facing consultancy role.

The main purpose of the role will be to work alongside experienced consultants whilst progressing quickly to a consultancy role and responsibility for a portfolio of corporate clients.

The individuals selected will work closely with a team of consultants. Key responsibilities include:

  • Developing and maintaining client relationships including meeting attendance;
  • Preparation of reports/presentations for new and existing clients;
  • Assisting the Line Manager, Consultants and CRMs in the preparation of reports and collating information for reports covering technical matters and advice;
  • Project management;
  • Liaising with external providers of services;
  • Developing relationship with other business areas within the organisation.
  • Checking of work prepared by others in the team;
  • Member data analysis
  • Managing relationships between providers and clients
  • Delivering agreed services in accordance with agreed time schedules and budget with each allocated client;
  • Maintaining records in accordance with internal guidelines and procedures;
  • Maintaining high professional standards.

In return, you will be rewarded with:

  • Outstanding progression opportunities including tailored training and development opportunities
  • Study resource and support to finish any professional qualification with agreed timescales
  • Once qualified and signed off the opportunity to manage your own portfolio of clients.
  • Competitive salary and flexible benefits package


  • 2:1 honours degree or above preferred
  • 120 UCAS points or more
  • *Comprehensive support will be provided to you in relation to your study towards relevant level for qualification through either the Chartered Insurance Institute (CII) or the Pensions Management Institute (PMI)
  • Ideally, at least 2 years' experience in a trainee consultant / paraplanner role
  • An interest in workplace savings and benefits
  • Technical knowledge and experience of working in DC pensions
  • Motivated to complete final relevant professional qualifications
  • A strong interest to work and advance career within the financial services industry

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.