Pension Client Relationship Manager in Guiseley

Pension Client Relationship Manager in Guiseley

Guiseley Full-Time 45000 - 55000 £ / year (est.) No working from home possible
IPS Group

At a Glance

  • Tasks: Manage client relationships and coordinate service delivery for pension schemes.
  • Company: Leading UK pensions provider with a focus on innovation and client success.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Opportunity to work independently and collaboratively in a forward-thinking organisation.
  • Why this job: Build long-term partnerships and lead strategic discussions in a dynamic industry.
  • Qualifications: Experience in DB client relationship management and strong communication skills.

The predicted salary is between 45000 - 55000 £ per year.

A leading UK pensions provider is looking for a proactive and relationship-focused Client Relationship Manager to support Defined Benefit (DB) schemes across employer and trustee clients.

Key Responsibilities:

  • Manage and coordinate service delivery to clients, ensuring a high-quality experience
  • Build strong relationships with employers, trustees, and advisers
  • Lead strategic discussions on long-term scheme objectives
  • Deliver clear communications (reports, presentations, updates)
  • Coordinate client projects, including scheme development initiatives
  • Provide expertise on DB pensions, legislation, and industry trends
  • Support junior team members and collaborate across teams
  • Ensure governance, risk controls, and policy standards are met

Skills & Experience:

  • Proven DB client relationship management experience
  • Strong knowledge of DB pensions, funding, and governance
  • Excellent communication skills and stakeholder engagement
  • Highly organised with the ability to manage multiple priorities
  • Proactive, solutions‑focused mindset
  • Able to work independently and as part of a team

About the Role:

This is a great opportunity to build long-term client partnerships, lead strategic conversations, and contribute to the success of pension schemes within a forward‑thinking organisation.

Pension Client Relationship Manager in Guiseley employer: IPS Group

Join a well-established independent firm of Chartered Accountants in Selby, where you will thrive in a supportive work culture that values professional growth and development. With a diverse client base, this role offers the chance to enhance your skills while enjoying competitive benefits and a collaborative environment that fosters teamwork and innovation.

IPS Group

Contact Details:

IPS Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Pension Client Relationship Manager in Guiseley

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like IPS Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Pension Client Relationship Manager in Guiseley

Client Relationship Management
Defined Benefit (DB) Pensions Knowledge
Stakeholder Engagement
Communication Skills
Project Coordination
Governance and Risk Control
Organisational Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IPS Group.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on IPS Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at IPS Group

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IPS Group.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at IPS Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former IPS Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.