Client Relationship Consultant

Client Relationship Consultant

Full-Time 45700 - 45700 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Build strong client relationships and drive revenue growth through effective communication.
  • Company: Join Standard Life, a leading retirement specialist with over 200 years of experience.
  • Benefits: Enjoy a competitive salary, 38 days holiday, private medical cover, and flexible working options.
  • Other info: Flexible roles available; we value diversity and welcome applicants from all backgrounds.
  • Why this job: Make a real difference in clients' financial futures while enjoying a supportive work environment.
  • Qualifications: Experience in relationship management and strong communication skills are essential.

The predicted salary is between 45700 - 45700 £ per year.

Job Type: Permanent

Location: Any of our locations (Edinburgh, Telford, Birmingham, London or Bristol). This role is hybrid, with time spent working from the office and at home. Typically, you’ll be required to visit our Edinburgh office once a month.

Flexible working: All 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: 15th June

Salary and benefits: From £45,700 plus bonus, 38 days holiday (including bank holidays), generous pension, private medical cover, 12x salary life assurance, career breaks, income protection, 3x volunteering days and lots more!

Who are we? We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures. Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.

The role: You will be responsible for building and developing strong relationships, working in partnership with your clients, trustees and advisers, and retaining existing assets and delivering on opportunities to increase revenue and broaden our relationship across the Standard Life business. Internally you will build a strong network within Workplace Distribution and the wider business, bring fresh ideas, challenge how we optimise processes and bring the voice of your clients to help shape our proposition. You will create and deliver client plans and maintain communication and engagement strategies to maximise profitability. By monitoring and maintaining awareness of change within the marketplace you will ensure opportunities are identified and will use judgement to identify and assess any risk or potential threats to the relationship with clients and act to mitigate these. Your role will also include supporting new business activities and delivering ad hoc member engagement initiatives both virtually and in person.

What are we looking for? You are customer obsessed in all that you do and are passionate about supporting your clients in making a difference to the lives and financial future of their employees. You can clearly and effectively communicate information, plans and opinions to both internal and external stakeholders and are commercially focused at all times.

Key Skills & Experience:

  • Proven experience in relationship management with a track record of delivering against plan ideally in a pensions environment.
  • Strong communication skills with the ability to build and maintain effective working relationships to drive projects forward.
  • Commercially driven and highly responsive, focused on adding value and achieving goals and business objectives.
  • Sound knowledge of DC pensions (both trust and contract plans), including awareness of leading providers, major consultancies, and market trends.
  • Developing understanding of market, legislative, and industry practices.

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.

Find out more about working at Standard Life Guide for Candidates: standardlifeplc.pagetiger.com/guideforcandidates Find or get answers from our colleagues: www.standardlifeplc.com/careers/talk-to-us Additional information available on our website, please see the careers page.

Client Relationship Consultant employer: Standard Life (previously Phoenix Group)

At Standard Life, we pride ourselves on being an exceptional employer, offering a hybrid working model that promotes flexibility and work-life balance across our various locations, including Edinburgh, Telford, Birmingham, London, and Bristol. Our commitment to employee well-being is reflected in our generous benefits package, which includes 38 days of holiday, private medical cover, and opportunities for career growth, all within a supportive culture that values curiosity and accountability. Join us to make a meaningful impact in the lives of our clients while enjoying a workplace that champions your personal and professional development.

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Contact Details:

Standard Life (previously Phoenix Group) Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Relationship Consultant

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 Standard Life (previously Phoenix 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 Client Relationship Consultant

Relationship Management
Communication Skills
Client Engagement
Commercial Awareness
Pensions Knowledge
Project Management
Networking 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 Standard Life (previously Phoenix 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 Standard Life (previously Phoenix 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 Standard Life (previously Phoenix 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 Standard Life (previously Phoenix 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 Standard Life (previously Phoenix 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 Standard Life (previously Phoenix 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.