Lead adviser for a portfolio of corporate clients on pensions and employee benefits. Conduct strategy and governance reviews, deliver presentations and workshops, mentor junior staff, approve documentation, grow accounts through renewals and upsell, and refer opportunities across the business.
We are seeking an experienced and commercially driven Senior Client Manager to play a leading role in advising our corporate clients and supporting the development of the Client Management team. This role combines hands‑on client leadership with mentoring responsibilities and offers significant earning potential through renewals, upsell, and referrals other areas of the business.
Responsibilities:
- Act as lead adviser across a portfolio of corporate clients, delivering expert pension & benefits advice
- Conduct strategy meetings, governance reviews, and employee benefits consultations
- Mentor and support Associate and Client Managers, acting as a go‑to point of escalation.
- Approve documentation produced by junior team members
- Maintain regular client contact and grow your portfolio through renewals and service expansion
- Identify and refer opportunities into the wider business
- Deliver client presentations, workshops, and engagement programmes
The successful candidate will be able to demonstrate the following:
- Minimum 3 years' experience in employee benefits and B2B/B2C client management.
- Strong understanding of auto‑enrolment legislation and pension schemes
- Excellent knowledge of health & risk benefits
- Proven track record of meeting/exceeding commercial targets over at least two years
- Passed 4 R0 exams or Level 4 equivalent qualification
- Exceptional communication skills and confidence presenting to diverse groups
In return we are offering:
- A competitive base salary of £55,000 plus bonus
- 25 days holiday plus 8 bank holidays
- 35-hour working week Monday – Friday
- Group life assurance
- Group critical illness
- Private medical cover (after 12 months of employment, single cover funded for employee only)
- Mental health support
- Discounted gym membership
- Pension (auto-enrolment after 3 months) contributions are employee – 4% and company 4%)
If you're excited by the idea of joining a growing consultancy where your success is recognised and rewarded, we'd love to hear from you.
Interested? Then APPLY now for immediate consideration.
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