Employee Benefits Portfolio Manager

2 days ago


Glasgow, Glasgow City, United Kingdom IDEX Consulting Full time
Employee Benefits Client Manager

A leading Wealth Management brand with a growing Pensions and Benefits team is seeking an experienced Client Relationship Manager to join their team in Scotland.

Job Summary:

This is a key role, managing and administering a portfolio of employee benefit clients within agreed procedures and regulations.

Key Responsibilities:

  • Manage a client bank solely as a standalone client relationship manager.
  • Proactively manage all client affairs.
  • Maintain a strong working relationship.
  • Work within the rules and regulations of the pensions regulator.
  • Plan, organise and prioritise workload, to ensure work is dealt with within agreed service standards.
  • Ensure client records are accurate and kept up to date as per the company procedures.
  • Attend training sessions, maintain own training files, and develop relevant knowledge and skills.

Requirements:

  • An understanding of workplace savings, risk and health-care products.
  • Experience of working in the financial services industry.
  • Client facing experience.
  • Professional qualifications, or willingness to undertake relevant study.
  • An awareness of compliance issues and adherence to procedures.


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