Client Relationship Consultant

Standard Life (previously Phoenix Group); City of Edinburgh; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

Bonus

Private medical cover

38 days holiday + bank holidays

Generous pension

Life assurance (12x)

Job summary

Standard Life is seeking a proactive Relationship Manager to build and sustain client relationships with trustees and advisers, ensuring retention and growth across the Standard Life business.

You will collaborate with Workplace Distribution and cross‑functional teams, shaping client plans, engagement strategies and revenue opportunities while monitoring market changes and risks.

Qualifications

• Proven experience in relationship management with a track record of delivering against plan, ideally in a pensions environment.
• Strong communication skills to build and maintain relationships with trustees, advisers and clients.
• Commercially driven and focused on adding value and achieving business objectives.
• Sound knowledge of DC pensions, including major providers and market trends.

Responsibilities

• Build and develop strong relationships with clients, trustees and advisers to retain assets and grow revenue.
• Work with Workplace Distribution and wider business to optimise processes and bring client voice into proposition.
• Create and deliver client plans and engagement strategies to maximise profitability.
• Identify risks and opportunities in the client relationship and take action to mitigate threats.

Skills

Relationship management

Communication

Commercial mindset

Pensions knowledge

Job description

Job Description

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: 21st September

Salary and benefits: From £45,700plus 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.

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.

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