Strategic Client Benefits Manager

1 month ago


Aberdeen, Aberdeen City, United Kingdom IDEX Consulting Full time
About the Role

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

You will work closely with a team of client relationship managers and assist employee benefits consultants in proactively managing clients' employee benefits. You will develop strong relationships with clients, helping them achieve their workplace benefit goals.

Responsibilities
  • Manage a client bank as a standalone client relationship manager.
  • Proactively manage all client affairs.
  • Maintain strong working relationships.
  • Work within the rules and regulations of the pensions regulator.
  • Plan, organize, and prioritize workload to ensure work is dealt with in agreed service standards.
  • Ensure accurate and up-to-date client records, adhering to company procedures.
  • Attend training sessions, maintain personal training files, and develop relevant knowledge and skills.
Technical Knowledge & Experience (Essential)
  • Understanding of workplace savings, risk, and health-care products.
  • Experience working in the financial services industry.
  • Client-facing experience.
  • Professional qualifications or willingness to undertake relevant study.
  • Awareness of compliance issues and adherence to procedures.
Estimated Salary: £45,000 - £55,000 per annum

We strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. At IDEX Consulting, we are committed to driving conscious inclusion across our business and creating equitable pathways.



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