Pensions Client Manager

Pensions Client Manager

Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client relationships and ensure effective governance in pensions services.
  • Company: Join a leading international provider of bespoke pensions services.
  • Benefits: Enjoy competitive pension contributions, generous holidays, and private medical insurance.
  • Why this job: Make a significant impact in a supportive environment while developing your skills.
  • Qualifications: 5-10 years of pensions experience and strong communication skills required.
  • Other info: Opportunity to mentor colleagues and participate in new business presentations.

The predicted salary is between 43200 - 72000 £ per year.

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Our client, a leading international provider of bespoke pensions services, is seeking a skilled Trustee Executive to join their team. This is an excellent opportunity for an experienced pensions professional to make a significant impact in a supportive and collaborative environment.

Position Overview

As a Trustee Executive, you will play a vital role in delivering high-quality services to a portfolio of clients, ensuring effective governance and compliance while building strong relationships with key stakeholders.

Responsibilities
* Deliver services to large clients alongside Senior Trustee Executives
* Act as scheme secretary to a number of Trustee Board and Sub-Committee meetings.
* Facilitate communication between trustees, company contacts, and advisers
* Manage Trustee effectiveness reviews and coordinate training events
* Complete IDRP, complaint and discretion cases
* Manage margins on fixed fee and time-cost clients
* Attend and participate in new business presentations
* Identify, agree upon, and implement service improvements
* Build and maintain effective relationships with clients and contacts
* Coordinate and review communication strategies, plans, and materials
* Review work completed by Trustee Administrators and Assistant Executives
* Mentor, train, and develop colleagues to support their growth

Requirements
* 5-10 years\’ technical pensions knowledge and experience
* Professional qualifications (e.g., APMI) desirable or actively pursuing
* Strong commercial acumen and ability to deliver added value
* Excellent relationship-building and communication skills
* Commitment to ensuring quality, accuracy, and meeting timescales
* Passion for delivering exceptional client service

Benefits
* Competitive employer pension contribution and employee matching
* Generous holiday allowance of 26 days plus bank holidays
* Private Medical Insurance (PMI) after probationary period
* Supportive and collaborative work environment with a focus on well-being

How to Apply

To apply for this position, please send a copy of your CV including the job reference number.

To find out more or for a confidential chat to discuss any other roles, please call us directly on 01279 859000, we would be delighted to speak with you.

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Pensions Client Manager employer: Branwell Ford

Join a leading international provider of bespoke pensions services, where you will thrive in a supportive and collaborative work environment that prioritises employee well-being. With competitive benefits including a generous holiday allowance, private medical insurance, and a strong focus on professional development, this role as a Trustee Executive offers you the chance to make a meaningful impact while building lasting relationships with clients and colleagues alike.
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Contact Detail:

Branwell Ford Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Pensions Client Manager

✨Tip Number 1

Network with professionals in the pensions industry. Attend relevant events or webinars where you can meet people who work in similar roles. This can help you gain insights into the company culture and expectations, making you a more attractive candidate.

✨Tip Number 2

Familiarise yourself with the latest trends and regulations in pensions management. Being knowledgeable about current issues will not only boost your confidence but also demonstrate your commitment to the field during interviews.

✨Tip Number 3

Prepare to discuss specific examples of how you've built relationships with clients and stakeholders in your previous roles. Highlighting your experience in managing client expectations and delivering exceptional service will set you apart.

✨Tip Number 4

Research the company thoroughly before your interview. Understand their values, mission, and the services they offer. Tailoring your responses to align with their goals will show that you're genuinely interested in joining their team.

We think you need these skills to ace Pensions Client Manager

Pensions Knowledge
Trustee Governance
Relationship Management
Communication Skills
Commercial Acumen
Client Service Excellence
Meeting Facilitation
Training and Mentoring
Compliance Awareness
Problem-Solving Skills
Attention to Detail
Project Management
Stakeholder Engagement
IDRP and Complaint Handling

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your 5-10 years of technical pensions knowledge and experience. Emphasise any professional qualifications you have, such as APMI, and showcase your relationship-building and communication skills.

Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities listed in the job description. Mention how your experience aligns with delivering high-quality services and managing client relationships effectively.

Highlight Relevant Achievements: In both your CV and cover letter, include specific examples of how you've delivered added value in previous roles. This could be through successful project management, client satisfaction, or service improvements.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that all information is accurate and that your application presents a professional image.

How to prepare for a job interview at Branwell Ford

✨Showcase Your Pensions Knowledge

Make sure to highlight your 5-10 years of technical pensions experience during the interview. Be prepared to discuss specific cases where you've successfully managed client portfolios or improved service delivery.

✨Demonstrate Relationship-Building Skills

Since this role involves building strong relationships with clients and stakeholders, come equipped with examples of how you've effectively communicated and collaborated in previous roles. This will show your potential employer that you can thrive in a supportive environment.

✨Prepare for Governance and Compliance Questions

Expect questions related to governance and compliance, as these are crucial aspects of the role. Brush up on relevant regulations and be ready to discuss how you've ensured compliance in past positions.

✨Express Your Commitment to Quality Service

The job requires a passion for delivering exceptional client service. Share anecdotes that illustrate your commitment to quality, accuracy, and meeting deadlines, which will resonate well with the interviewers.

Pensions Client Manager
Branwell Ford
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  • Pensions Client Manager

    Full-Time
    43200 - 72000 £ / year (est.)

    Application deadline: 2027-08-23

  • B

    Branwell Ford

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