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Pensions Client Manager

Pensions Client Manager

BranWell FordHertfordshire
19 days ago
Job type
  • Full-time
Job description

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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    Client Manager • Hertfordshire