Client Associate - Pensions

People First; United Kingdom; Remote; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Contributory pension (up to 6%)

Life assurance

25 days annual leave + bank holidays

Birthday day off (non-contractual)

Discounted gym membership

Job summary

Health Partners is seeking a Client Associate – Pensions to manage pension and ill health retirement cases from start to finish, coordinating appointments and liaising with clients, employees, clinicians and third parties. The role emphasises data security, GDPR compliance, and delivery of high-quality service.

You will work remotely from the UK, with a focus on efficient case processing, accurate reporting, and proactive collaboration with internal teams to ensure smooth operations.

Qualifications

• Organised and detail-oriented with ability to manage multiple cases and maintain accuracy.
• Excellent verbal and written communication across stakeholders.
• Proficient with IT systems and data handling, including CRM/telephony.
• Knowledge of GDPR and data protection requirements is required.

Responsibilities

• Manage Pensions and Ill Health Retirement cases from start to finish.
• Provide excellent customer service via phone, email and letter.
• Liaise with clients, employees, clinicians and third parties to keep cases moving.
• Maintain GDPR compliance and protect sensitive information.
• Coordinate diaries and appointments for clinical staff; handle key documents.

Skills

Organised detail-oriented

Strong communicator

IT systems proficiency

GDPR knowledge

Proactive team player

Tools

Databases

Microsoft Outlook

Telephony systems

Job description

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At Health Partners, we pride ourselves on being one of the UK’s leading providers of occupational health and wellbeing solutions. We partner with organisations across diverse industries, helping them to support the physical and mental health of their employees.

Please note that the closing date for this vacancy is subject to change and the advert may close earlier if sufficient applications are received. We encourage early applications to avoid disappointment.

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Role Outline

Are you a detail-oriented professional with a passion for delivering exceptional service? Do you thrive in a fast-paced environment where your organisational skills and communication expertise can shine? If so, we have the perfect role for you!

As a Client Associate – Pensions, you’ll be at the heart of our operations, ensuring cases are managed seamlessly and efficiently. From coordinating appointments to liaising with clients, employees, clinicians, and third parties, you’ll play a vital role in the delivery of our services. You’ll manage case processes end-to-end, including proofreading and releasing reports, handling invoicing, and finalising case closures.

Your ability to handle sensitive information securely and in line with GDPR regulations will be essential. You’ll also act as a key point of contact, supporting clients and their employees while collaborating closely with internal teams.

What’s In It for You?

We value the people who work with us and our rewards package is reviewed regularly to reflect this. It currently includes:

• Competitive salary, dependent on qualifications and experience.
• Contributory pension scheme(up to 6%).
• Life assurance.
• 25 days of annual leaveplus bank holidays, increasing with length of service.
• A day off for your birthday(non-contractual).
• Discounted gym membership.

What You’ll Be Doing:

No two days are the same in this role, but your responsibilities will include:

• Managing Pensions and Ill Health Retirement cases from start to finish, including booking appointments, gathering and reviewing information, proofreading reports, invoicing, and closing cases.
• Providing excellent customer service via phone, email, and letter, using a cloud-based telephony system to ensure quality and training standards are met.
• Liaising with clients, employees, clinicians, GPs, and other third parties to keep cases moving smoothly.
• Maintaining strict compliance with GDPR and company policies to protect sensitive personal information.
• Coordinating diaries and appointments for clinical staff, ensuring their time is optimised.
• Working with a variety of medical professionals and handling key documents, including those related to immunisations and vaccinations.
• Escalating complex cases or slow progress to the appropriate colleagues to ensure swift resolution.
• Embodying our CORE values: Caring matters, One team, Great relationships, Excellence all round.

What We Are Looking For:

• Organised and detail-oriented: You’ll need to stay on top of multiple cases and tasks while ensuring accuracy in all you do.
• A strong communicator: Both verbal and written communication skills are key, as you’ll be interacting with a variety of stakeholders.
• Proficient with IT systems: From databases to Microsoft Outlook and telephony systems, you should be comfortable working with technology.
• Knowledgeable about GDPR: You’ll need to understand and apply GDPR regulations to protect sensitive data.
• A team player with a proactive mindset: Collaboration and initiative are essential for success in this role.

If you also have the below, that would even better!

• Experience in case management within Occupational Health or healthcare.
• Familiarity with remote working tools and practices.
• Proficiency in Microsoft 365 (Word and Excel).
• A commitment to personal growth and development.

Location

Remote (UK Based Only)

Whilst our team operates remotely, we maintain a cohesive and friendly work environment through constant use of Teams chat and video meetings. This way of working is crucial for sustaining our open culture and warm dynamics of our team and require this role to be a part of that.

Please note that this job advert is for remote working from home in the UK only. Applicants must ensure they are able to legally work and reside in the UK. Unfortunately, we are unable to offer sponsorship either now or at any time in the future.

Hours

37.5 hours

About Health Partners

Health Partners are committed to transforming the way health and wellbeing services are delivered in the UK. As one of the UK’s leading providers of occupational health and