Employee Benefits Portfolio Manager

4 weeks ago


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

To be successful in this role, you will need:

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

This is an exciting opportunity to join a growing team and develop your skills and knowledge in employee benefits.



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