Pension Client Relationship Manager (Assistant)

Leapfrog Limited; Daliburgh; On-site; GBP 42,000 - 52,000; Full time

Job summary

Leapfrog Limited is seeking an Assistant Manager with strong communication and relationship-building in a financial services context focused on pension products. You will work directly with employers and individuals, helping them understand options while maintaining long-term client relationships.

Exceptional candidates may be considered at Manager level based on experience. For full details, contact the provided email or phone.

Qualifications

• 3+ years in financial services with client focus.
• Ability to explain pension products clearly.
• Familiarity with pension schemes and regulations.

Responsibilities

• Build and maintain strong relationships with employers and pension members.
• Meet individuals to explain pension products and arrangements.
• Support members leaving or retiring in understanding options.
• Manage relationships with corporate-sponsored pension schemes.
• Serve as main contact for employers and scheme responsibilities.
• Maintain regular client contact and respond to queries.
• Record discussions and conduct annual employer reviews.
• Inform administration teams of developments affecting schemes.
• Advise on procedures and regulatory requirements.

Skills

Relationship management

Communication skills

Financial services knowledge

Education

Professional qualification in financial services

Job description

Leapfrog Limited is seeking an Assistant Manager with strong communication and relationship-building in a financial services context focused on pension products. You will work directly with employers and individuals, helping them understand options while maintaining long-term client relationships.

Exceptional candidates may be considered at Manager level based on experience. For full details, contact the provided email or phone.