Client Relationship Manager

Royal London; United Kingdom; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading company, Royal London, seeks a Client Relationship Manager to manage and grow pension client relationships. The role includes developing strategies to enhance client services and achieving retention and profit targets through strong consultative relationships. This home-based position may require regular travel to client sites.

Benefits

28 days annual leave plus bank holidays

Up to 14% employer matching pension scheme

Private medical insurance

Qualifications

• Experience within a Relationship Management role, specifically in the Pensions sector.
• Strong understanding of financial services and the competitive landscape.
• Exceptional communication skills to interact with stakeholders.

Responsibilities

• Manage retention and growth of key workplace pension clients.
• Develop business strategies to champion Royal London’s propositions.
• Work with cross-functional teams to maximize new business opportunities.

Skills

Relationship Management

Communication

Analytical Skills

Planning and Coordination

Time Management

Education

Certificate in R01 & R04

Job description

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Client Relationship Manager

Location: GB

Company: Royal London Group

Job Title: Client Relationship Manager

Contract Type: Permanent

Location: Remote

Working style: Home Based

Closing date: 14th July 2025

An exciting opportunity has arisen to join Royal London in an expanding team, delivering the Distribution strategy and contributing to growth and retention targets.

As a Client Relationship Manager, you will be responsible for pro-actively managing the retention and growth of our key workplace pension clients. By developing long lasting, mutually valued relationships in a manner that satisfies all regulatory and compliance responsibilities, you will work in a three-way relationship with clients and their adviser/Employee Benefits Consultant.

By providing great value you will help employers to build the financial resilience of their workforce. A mutual’s focus on members and ability to share our success with them sets us apart.

As part of a newly established team, you will be remotely based but will be able to travel to your panel on a regular basis. We expect you to split your time between working from home and traveling to your panel.

About the role

• By developing strong consultative led business relationships, you will build and execute strategies to retain and grow profitability of corporate pension schemes, champion Royal London’s propositions and spot opportunities for cross/up selling where appropriate.
• Attend pitches to support the acquisition of new clients, alongside Business Development team.
• You will be a trusted partner at a senior key influencer/stakeholder level spotting opportunities for Royal London to deepen, develop and diversify our reach through the introduction new products and services that are relevant for the client.
• Develop a proactive contact strategy and regular engagement with a key development plan in place to ensure retention of existing clients and realise growth ambitions working with the workplace pension client to anticipate their needs and deliver appropriate solutions.
• You will work with colleagues across the business to maximise opportunities for profitable new business production, providing meaningful insight to help develop our proposition and ensuring it meets the evolving needs of employers and financial advisers.
• Identify and manage opportunities to support the delivery of key campaigns to ensure optimum results.
• Use risk reporting and risk management information to help inform and set priorities, actively seeking to reduce our largest exposures or weaknesses by fostering a culture of openness.

About you

• Experience within a Relationship Management role, with a demonstratable and successful track record within Pensions in Financial Services.
• A strong understanding of the competitive landscape and the knowledge to discuss and debate industry issues, technical and legislative updates, with the ability to present these in a competent and influential manner.
• Excellent and highly developed planning, prioritising and co-ordinating skills to manage a varied and pressurised workload, whilst focussing on the Royal London strategy.
• Exceptional written and verbal communication skills to effectively interact with stakeholders through different channels.
• Strong time management and organisational abilities, with the capacity to prioritise and multitask effectively.
• Self-motivated and able to thrive in a results-driven environment.
• Analytical skills with the ability to spot trends and tailor the right actions as appropriate.
• Certificate in or working towards completion of R01 & R04

About Royal London

We’re the UK’s largest mutual life, pensions and investment company, offering protection, long-term savings and asset management products and services.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits

Inclusion, diversity and belonging

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.#LI-Remote