At a Glance
- Tasks: Manage client relationships and ensure satisfaction while driving revenue growth.
- Company: Join Isio, a fast-growing advisory firm with a supportive culture.
- Benefits: Enjoy hybrid work, career development, and a rewarding environment.
- Other info: Inclusive workplace that values diversity and fosters innovation.
- Why this job: Make an impact in a dynamic role with opportunities for personal growth.
- Qualifications: Strong client leadership experience and financial acumen required.
The predicted salary is between 50000 - 60000 £ per year.
In this role you will be responsible for a portfolio of admin-only clients, acting as the primary point of contact, accountable to the success of our business delivery model and build and maintain strong relationships with stakeholders to ensure satisfaction, retention, and loyalty. You will provide support, address concerns, and identify opportunities, creating and maintaining sales strategies to generate revenue and collaborate with internal teams and stakeholders to ensure client satisfaction. This is a 12 month fixed term contract and can be based in any of our city centre offices with a hybrid workstyle.
What does the role entail?
- Lead a portfolio of pensions admin-only clients.
- Line management responsibility of client relationship management support team members.
- Effectively partner with clients and senior stakeholders.
- Communicate and collaborate effectively with colleagues and stakeholders at varying levels.
- Use a range of communication mediums to meet internal and external needs.
- Lead new client propositions and existing client improvement opportunities.
- Oversee and support transformation, installation and solutions implementation.
- Produce and present to varying stakeholders on a range of pensions administration and technology services and outcomes.
- Enable and adopt effective risk management and governance frameworks.
- Foster rapport and strategic partnerships with stakeholders.
- Offer technical advice and support to colleagues and external stakeholders.
- Use data and MI to strengthen decision making outcomes.
- Provide project and operational management support to colleagues to enable client outcomes and meet expectations.
- Oversee and ensure governance frameworks (e.g. operational, financial, and legislative) are adhered to.
- Develop knowledge of Isio services, brand and opportunities to present and advocate to new and existing clients.
- Ensure portfolio management information, commercial reporting and accounts are effective and maintained.
What we’re looking for
- Track record of risk management and business acumen.
- Evidence of strong client leadership/partnership experience.
- Identify opportunities for commercial growth and support commercial planning activities.
- Examples and knowledge of non-BAU opportunities within the pensions industry.
- Financial acumen and experience of negotiation and P&L management.
- Presentation skills across various communication mediums and audiences of senior stakeholder level.
- Project management leadership and track record of solutions implementation and transformation.
- Pragmatic, with a keen eye for detail.
- Collaborative, transparent and inclusive values.
- Dynamic and organised, to enable effective decision making and prioritisation.
- Positive role model to colleagues and stakeholders.
- Personal development and ambition.
Why Join Isio
Isio is a fast-growing professional services business, that offers career development through an evolving client base, diverse and meaningful work, nationwide opportunities, and a culture that rewards high performance and accountability. We hold ourselves to the highest standards and our values guide how we advise our clients, how we operate as a business and how we work together as a team. We call it the Isio Attitude. We encourage our people to be bold, to communicate with conviction, and to deliver advice that matters. Here, growth brings opportunity - more responsibility, more clients, and work that stretches and develops you. We invest in training and development so you can expand your skills and explore different career paths across diverse markets to make your mark. Isio is a place to realise your potential and build a career with impact.
About Isio
A progressive advisory firm, partnering with clients of all sizes to deliver expertise in pensions, employee benefits and wealth advisory services. Working with pension trustees, employers, individuals, families and their offices, we are supported by talented colleagues across 10 UK offices. With a Big 4 heritage we combine a strong focus on quality with a fresh perspective challenging traditional thinking. Our culture shapes our work; we foster a supportive environment where we develop our people to grow and fulfil their potential. We invest in our services, products and technology, and provide clear, expert solutions for our clients. This brings clarity, confidence, and better outcomes for everyone.
At Isio, we are committed to fostering an inclusive, equitable and diverse workplace, in which our colleagues feel they belong, regardless of background or difference. We uphold the values of respect, fairness, and inclusion in our actions and decisions. We believe that by adhering to these principles, we will create a stronger, more innovative, and supportive environment for all, as well as ensuring that the advice and support we provide to our clients is more creative, more insightful and leaves a lasting impact.
We can offer a hybrid, flexible approach to work, supporting a work-life balance that works for you. Isio Group is an equal opportunities employer, and we welcome applications from all suitably qualified candidates.
Senior Client Relationship Manager - Fixed Term Contract in London employer: Isio
Isio is an exceptional employer, offering a dynamic work environment in Edinburgh where Senior Defined Benefit Pensions Administrators can thrive. With a competitive salary and market-leading bonus scheme, employees benefit from a strong focus on professional development and a supportive culture that encourages mentorship and collaboration among team members.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Relationship Manager - Fixed Term Contract in London
✨Join Financial Networking Events
Jump into local finance meetups and conferences — they’re a goldmine for temporary roles in banking and financial services. You can chat with industry professionals and even get leads on upcoming opportunities that might not be posted online yet.
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Reach out to temp agencies that focus on the banking sector. They often have strong ties with various firms and can help you secure short-term gigs that can help beef up your CV and get your foot in the door at firms like Isio.
✨Connect with Alumni from Your Uni
Don't underestimate the power of your university’s alumni network. Many former students are working in banking and can help you find temporary roles or even offer mentorship. Reach out directly or attend alumni events to broaden your circle.
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Keep your eyes peeled on job boards specifically for finance roles. Companies like Isio might post temporary positions directly on their sites, so make sure to apply there too. Set alerts to catch those roles the moment they go live!
We think you need these skills to ace Senior Client Relationship Manager - Fixed Term Contract in London
Some tips for your application 🫡
Show Off Your Academic Achievements:In banking and financial services, your academic record can really make you stand out. List relevant grades, certifications, or coursework on your CV, especially if you've taken finance-related modules. This is particularly important for a temporary role where qualifications can help you shine even brighter!
Highlight Relevant Experience:If you’ve done any internships, part-time roles, or even coursework that aligns with banking or finance, make sure you include those! Showcase specific tasks where you used quantitative skills or analytical thinking, as this is what the hiring managers at Isio will be keen to see in your application.
Tailor Your Cover Letter Purposefully:When writing your cover letter, focus on why you’re interested in a temporary position at Isio. Let them know how you can quickly adapt to the team's needs and how eager you are to learn the ropes of the banking sector during this short stint. Your motivation and enthusiasm could really set you apart!
Be Prepared with References:For temporary roles, references can play a crucial role in your application. Make sure you’ve got a couple of references lined up who can vouch for your skills and work ethic. This helps to give Isio confidence in your short-term commitment to the role.
How to prepare for a job interview at Isio
✨Brush Up on Financial Regulations
Since this is a role in banking and financial services, be ready to discuss key regulations like MiFID, Basel III, or GDPR. These are hot topics, and your awareness of how they impact daily operations can give you a significant edge during your interview with Isio.
✨Showcase Your Analytical Skills
Prepare for interview questions that assess your analytical abilities. You might need to tackle hypothetical scenarios involving risk assessment or financial forecasting. Bringing examples of relevant projects or coursework can emphasise your practical understanding of these concepts.
✨Highlight Flexibility and Adaptability
For a temporary role, showing that you can quickly pick up new processes and tools is crucial. Be ready to discuss previous experiences where you had to adapt to changing requirements or tight deadlines, as this will reassure Isio that you’re a reliable team player.
✨Demonstrate a Willingness to Learn
In a temporary position, leaning into your eagerness to learn can really set you apart. Be prepared to share how you’re staying updated on industry trends or any additional training you've pursued. Employers appreciate candidates who are proactive about their development—even for short-term roles.
