Pension Account Executive

Edinburgh, Scotland, United Kingdom

7/14/2025

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!