Employee benefits executive (wealth)

An award winning and growing wealth management and accountancy firm in Glasgow is seeking an Employee Benefits Executive to join its well established team. This is an exciting opportunity for an individual who thrives in a client-focused environment and wants to play a key role in shaping workplace benefit solutions for a diverse portfolio of businesses - and the chance to grow a career within a more varied environment.  The company is committed to delivering independent, whole-of-market financial advice to individuals and organisations across the UK. With a strong reputation for innovation and service excellence, the firm offers bespoke solutions in investment planning, retirement strategies, and employee benefits. Operating without ties to any single provider, the advice given is always impartial and client-first.

The Employee Benefits Executive will be central to supporting consultants and clients in the design, implementation, and administration of benefit schemes. This includes pensions, group risk, healthcare, and flexible benefits. The position requires a blend of technical knowledge, organisational skill, and exceptional client service. Responsibilities will include:

• Acting as a key contact for ongoing client relationships, ensuring queries are handled promptly and professionally.
• Preparing accurate documentation and supporting consultants in delivering tailored benefit solutions.
• Coordinating with providers and internal teams to ensure smooth onboarding and administration of schemes.
• Maintaining compliance with regulatory standards and assisting with cost-saving initiatives.
• Managing client data within CRM systems and contributing to reporting and performance analysis.
• Supporting business development activities and identifying opportunities for cross-service collaboration.

Experience required:

• Strong understanding of workplace pensions, auto-enrolment, and employee benefit structures.
• Familiarity with regulatory requirements and compliance processes.
• Excellent communication skills and the ability to manage multiple priorities effectively.
• Experience in financial services or employee benefits administration is highly desirable.
• A proactive, detail-oriented individual who enjoys working collaboratively in a fast-paced environment.

This role offers a clear pathway for career progression within wealth management. You’ll benefit from flexible working arrangements, professional development opportunities, and a supportive team culture that values innovation and growth.  In addition to this hybrid working is available along with excellent benefits/bonus and a competitive salary.  Please get in touch/apply as soon as possible for more information in absolute confidence prior to progressing.