Client Relationship Consultant

Phoenix; City of Edinburgh; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading financial services company based in Edinburgh is looking for a skilled individual to manage client relationships and drive revenue growth. The successful candidate will develop strong partnerships with clients, ensuring their unique needs are met while maximizing profitability. Experience in financial services and excellent communication skills are essential. This role offers hybrid working and competitive benefits including generous holidays and pension schemes.

Benefits

38 days holiday

Generous pension

Private medical cover

Income protection

Volunteering days

Qualifications

• Proven track record in relationship management in a sales or marketing environment.
• Ability to build and maintain effective working relationships.
• Strong knowledge of DC plans and market trends.

Responsibilities

• Build and develop strong relationships with clients.
• Create and deliver client plans to maximize profitability.
• Monitor market changes to identify opportunities.

Skills

Relationship management

Effective communication

Commercial focus

Self-starter

Knowledge of financial services

Job description

Overview

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: Monday 15th September

Salary and benefits: From £33,200, 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!

About us

Who are we? We want to be the best place that any of our 6,800 colleagues have ever worked. We’re the UK’s largest long-term savings and retirement business, helping our customers secure a lifetime of possibilities. We offer our 12 million customers products across our market-leading brands, including Standard Life, SunLife and ReAssure, with c.£259 billion of assets under administration. We’re a FTSE 100 organisation that is tackling key issues such as transitioning our portfolio to net zero by 2050, and we’re not done yet.

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.

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.

• Experience of relationship management with a proven track record of success delivering against plan in a similar environment e.g. sales/marketing.
• Good communicator with the ability to build and maintain effective working relationships to drive work and/or projects forward.
• Commercially driven and highly responsive – conscious of adding value and oriented towards achieving goals and business objectives.
• Working towards a sound knowledge of the DC (both trust and contract plans), including good awareness of leading providers, major consultancies, and market trends.
• Working towards a sound knowledge of the market, legislative and industry practice.
• Experience of working in a financial services environment preferable.
• Being a self-starter, having the ability to work autonomously.

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

• Guide for Candidates: thephoenixgroup.pagetiger.com/guideforcandidates
• Find or get answers from our colleagues: www.thephoenixgroup.com/careers/talk-to-us