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Job ID 15218 Permanent Pensions, Trust

Client Relationship Assistant Manager / Manager


Manage and develop relationships with employers and individual pension clients, helping them understand their schemes, options and responsibilities.

Key Responsibilities:
⭐ Act as a key contact for employer-sponsored pension schemes
⭐ Meet with members to explain pension products, retirement and leaving options
⭐ Maintain regular client contact, annual reviews and accurate records
⭐ Liaise with administration teams on scheme, regulatory and legislative developments

What You’ll Need:
⭐ 3+ years’ financial services experience
⭐ Strong client relationship and communication skills
⭐ Ability to explain complex financial products clearly
⭐ Pensions or fiduciary experience is advantageous but not essential

Why Join?
⭐ Opportunity available at Assistant Manager or Manager level
⭐ Flexible working, bonus, pension and medical insurance
⭐ Professional study support and excellent wider benefits

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