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For Companies At a Glance
- Tasks: Manage and develop relationships with Workplace Pension employers, ensuring client satisfaction and business growth.
- Company: Join the UK's largest long-term savings and retirement business, committed to sustainability and employee well-being.
- Benefits: Enjoy flexible working, a competitive salary, generous leave, private medical cover, and volunteering days.
- Why this job: Be part of a FTSE 100 company making a real impact while growing your career in a supportive environment.
- Qualifications: Proven success in relationship management and knowledge of Workplace Pensions is essential.
- Other info: We welcome diverse applicants and are open to adjustments during the recruitment process.
The predicted salary is between 75000 - 105000 £ per year.
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Location: Home based, but the role will involve frequent travel.
Flexible working: All of our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.
Closing Date: 14th July 2025
Salary and benefits : From £75k, plus 20% bonus up to 40%, private medical cover, 38 days annual leave, excellent pension, 12x salary life assurance, career breaks, income protection, 3x volunteering days and much more.
Who are we?
We want to be the best place that any of our 6,600 colleagues have ever worked.
We’re the UK’s largest long-term savings and retirement business. We offer a range of products across our market-leading brands, Standard Life, SunLife, Phoenix Life and ReAssure. Around 1 in 5 people in the UK has a pension with us. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.
The role
You will be responsible for the management, development and retention of our relationships with Workplace Pension employers and trustees, ensuring delivery of maximum potential in terms of retention of value, increased revenue and development of wider opportunities to grow the business.
You will create and deliver strategic client plans which demonstrate an understanding of each account\’s objectives and maintain communication and engagement strategies to maximise profitability, whilst removing unprofitable business or inappropriate service offerings within the current portfolio using interpersonal skills to manage the business up or out in a way that maintains our reputation.
Be commercially responsible for growing effective and sustainable partnerships with key influencers and decision makers within aligned existing client companies. You will use judgement to identify and assess any risk or potential threats, internal or external, to the relationship with clients and act to mitigate these as appropriate.
What we’re looking for
- Proven track record of success within a relationship management role
- In-depth knowledge of Workplace Pensions (both trust and contract plans), including good awareness of leading providers and major consultancies
- Knowledge of the market, legislative and industry practice to consult and lead with key clients on suitable growth developments
- Excellent communicator with the ability to build excellent working relationships
- Commercially driven and highly responsive – conscious of adding value and oriented towards achieving business objectives
We want to hire the whole version of you.
We are committed to ensuring that everyone feels accepted and welcome applicants from all backgrounds. If your experience looks different from what we’ve advertised and you believe that you can bring value to the role, we’d love to hear from you.
If you require any adjustments to the recruitment process, please let us know so we can help you to be at your best.
Please note that we reserve the right to remove adverts earlier than the advertised closing date. We encourage you to apply at the earliest opportunity.
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Client Relationship Director employer: Phoenix Group Holdings
Contact Detail:
Phoenix Group Holdings Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Director
✨Tip Number 1
Network with professionals in the workplace pensions sector. Attend industry events or webinars to connect with potential colleagues and clients, which can give you insights into the role and help you stand out.
✨Tip Number 2
Research our company’s recent initiatives and projects related to workplace pensions. Being knowledgeable about our goals, especially around net zero by 2050, will show your genuine interest and alignment with our values during discussions.
✨Tip Number 3
Prepare to discuss your previous relationship management successes in detail. Think of specific examples where you’ve added value or improved client satisfaction, as this will demonstrate your capability to excel in this role.
✨Tip Number 4
Be ready to showcase your understanding of the current market trends and legislative changes in workplace pensions. This knowledge will be crucial in demonstrating your expertise and ability to lead discussions with key clients.
We think you need these skills to ace Client Relationship Director
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your proven track record in relationship management, particularly within the workplace pensions sector. Use specific examples that demonstrate your success in managing and developing client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your understanding of the role and the company’s objectives. Highlight your knowledge of workplace pensions and how your skills align with their needs. Be sure to convey your enthusiasm for the position and the company.
Showcase Communication Skills: Since excellent communication is key for this role, consider including examples in your application that showcase your ability to build strong working relationships and effectively engage with clients and stakeholders.
Highlight Commercial Acumen: Demonstrate your commercially driven mindset by providing examples of how you have added value in previous roles. Discuss any strategies you implemented that led to increased revenue or improved client satisfaction.
How to prepare for a job interview at Phoenix Group Holdings
✨Research the Company and Industry
Before your interview, take the time to understand the company’s position in the market, especially regarding Workplace Pensions. Familiarise yourself with their key products and recent developments, as well as industry trends that may impact their business.
✨Demonstrate Your Relationship Management Skills
Prepare examples from your past experiences that showcase your ability to manage and develop client relationships. Highlight specific instances where you successfully retained clients or increased revenue through strategic planning and communication.
✨Showcase Your Commercial Awareness
Be ready to discuss how you can add value to the company’s objectives. Think about how your knowledge of the market and legislative practices can help the company grow and maintain effective partnerships with clients.
✨Prepare Questions for the Interviewers
Having insightful questions prepared shows your interest in the role and the company. Ask about their strategies for client retention, how they measure success in this role, or what challenges they foresee in the current market.
