Pensions Client Manager

BranWell Ford; England; On-site; GBP 50,000 - 75,000; Full time

Job summary

A leading provider of bespoke pensions services seeks a skilled Trustee Executive to enhance service delivery within a supportive team. This role focuses on effective governance, client relationship management, and mentoring colleagues, with opportunities to significantly influence client outcomes in a collaborative environment.

Benefits

Competitive employer pension contribution and matching

Generous holiday allowance of 26 days plus bank holidays

Private Medical Insurance after probation

Supportive work environment focusing on well-being

Qualifications

• 5-10 years of experience in the pensions sector.
• Desirable professional qualifications or actively pursuing.
• Commitment to quality and meeting deadlines.

Responsibilities

• Deliver services to large clients alongside Senior Trustee Executives.
• Manage Trustee effectiveness reviews and coordinate training events.
• Build and maintain relationships with clients and contacts.

Skills

Technical pensions knowledge

Commercial acumen

Relationship-building

Communication skills

Client service

Education

Professional qualifications (APMI)

Job description

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Our client, a leading international provider of bespoke pensions services, is seeking a skilled Trustee Executive to join their team. This is an excellent opportunity for an experienced pensions professional to make a significant impact in a supportive and collaborative environment.

Position Overview

As a Trustee Executive, you will play a vital role in delivering high-quality services to a portfolio of clients, ensuring effective governance and compliance while building strong relationships with key stakeholders.

Responsibilities
* Deliver services to large clients alongside Senior Trustee Executives
* Act as scheme secretary to a number of Trustee Board and Sub-Committee meetings.
* Facilitate communication between trustees, company contacts, and advisers
* Manage Trustee effectiveness reviews and coordinate training events
* Complete IDRP, complaint and discretion cases
* Manage margins on fixed fee and time-cost clients
* Attend and participate in new business presentations
* Identify, agree upon, and implement service improvements
* Build and maintain effective relationships with clients and contacts
* Coordinate and review communication strategies, plans, and materials
* Review work completed by Trustee Administrators and Assistant Executives
* Mentor, train, and develop colleagues to support their growth

Requirements
* 5-10 years' technical pensions knowledge and experience
* Professional qualifications (e.g., APMI) desirable or actively pursuing
* Strong commercial acumen and ability to deliver added value
* Excellent relationship-building and communication skills
* Commitment to ensuring quality, accuracy, and meeting timescales
* Passion for delivering exceptional client service

Benefits
* Competitive employer pension contribution and employee matching
* Generous holiday allowance of 26 days plus bank holidays
* Private Medical Insurance (PMI) after probationary period
* Supportive and collaborative work environment with a focus on well-being

How to Apply

To apply for this position, please send a copy of your CV including the job reference number.

To find out more or for a confidential chat to discuss any other roles, please call us directly on 01279 859000, we would be delighted to speak with you.