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For Companies At a Glance
- Tasks: Manage and develop relationships with Workplace Pension employers to maximise value and growth.
- Company: Join Phoenix Group, a leading FTSE 100 long-term savings and retirement business.
- Benefits: Enjoy a salary from £75,000, generous bonuses, private medical cover, and 38 days annual leave.
- Why this job: Make a real impact in a role that values your skills and fosters professional growth.
- Qualifications: Proven success in relationship management and knowledge of Workplace Pensions required.
- Other info: Flexible working options available; we celebrate diversity and welcome all applicants.
The predicted salary is between 75000 - 105000 £ per year.
Overview
- Job Type: Permanent
- Location: Home based, with frequent travel required
- 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: 12th February 2026
- Salary and benefits: From £75,000, plus an indicative bonus range of 30%-60%, private medical cover, 38 days annual leave, excellent pension, 12 x salary life assurance, career breaks, income protection, 3 x volunteering days and much more.
About us
We want to be the best place that any of our 6,600 colleagues have ever worked. We’re Phoenix Group, we’re a 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 are 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. We’re reviewing applications as they come in, so apply early to avoid missing out.
Client Relationship Director employer: Phoenix Group
Contact Detail:
Phoenix Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Director
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Client Relationship Director role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its values. Understand their approach to workplace pensions and think about how your experience aligns with their goals. This will help you stand out as someone who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to articulate your past successes in relationship management and how you can add value to their team. A confident delivery can make all the difference in leaving a lasting impression.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love hearing from candidates who are genuinely interested in joining our mission at Phoenix Group.
We think you need these skills to ace Client Relationship Director
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in relationship management and workplace pensions. We want to see how your skills align with what we're looking for, so don’t hold back!
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to grow client relationships and drive revenue. Numbers speak volumes, so include any metrics that showcase your success!
Be Authentic: We’re all about being the whole version of you! Don’t be afraid to let your personality shine through in your application. Share your unique experiences and perspectives that could add value to our team.
Apply Early: We review applications as they come in, so don’t wait until the last minute! Head over to our website and get your application in early to avoid missing out on this fantastic opportunity.
How to prepare for a job interview at Phoenix Group
✨Know Your Stuff
Make sure you brush up on your knowledge of Workplace Pensions and the key players in the market. Being able to discuss recent trends or changes in legislation will show that you're not just familiar with the basics, but that you're genuinely engaged with the industry.
✨Showcase Your Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific challenges you faced and how you overcame them. This will demonstrate your ability to build and maintain strong partnerships, which is crucial for this role.
✨Be Commercially Savvy
Understand the business objectives of Phoenix Group and be ready to discuss how you can contribute to achieving them. Highlight your commercial awareness and how you've added value in previous roles, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company and the role. Inquire about their strategies for growth or how they plan to tackle challenges in the industry. This not only shows your enthusiasm but also helps you gauge if the company aligns with your values.
