Hybrid Client Relationship Consultant

Posted last week

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About the role

  • Client Relationship Consultant at Phoenix Group responsible for developing client relationships. Fostering partnerships with clients, trustees, and advisers to drive revenue within the Workplace Team.

Responsibilities

  • Building and developing strong relationships with clients, trustees, and advisers.
  • Retaining existing assets and delivering on opportunities to increase revenue.
  • Creating and delivering client plans and maintaining communication and engagement strategies.
  • Monitoring and maintaining awareness of change within the marketplace to identify opportunities.
  • Supporting new business activities and delivering ad hoc member engagement initiatives both virtually and in person.

Requirements

  • 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.

Benefits

  • 38 days holiday (including bank holidays)
  • Generous pension
  • Private medical cover
  • 12x salary life assurance
  • Career breaks
  • Income protection
  • 3x volunteering days

Job title

Client Relationship Consultant

Job type

Experience level

Mid levelSenior

Salary

£43,700 per year

Degree requirement

Bachelor's Degree

Location requirements

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