Pensions Client Manager

Posted 14 June by Accomplish Today
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In this role, you will be at the forefront of providing expert advice across a wide spectrum of schemes, with a particular focus on governance. While experience in investment and technical pension knowledge is advantageous, it is not a prerequisite for this position.


  • Client Relationship Management: Build and nurture relationships with both trust-based and corporate clients, ensuring their needs are understood and met while driving client relationships forward.
  • Project Leadership: Lead and support various projects, including master trust/GPP reviews, advising on pension arrangement buy-out and wind-up, and overseeing AVC reviews.
  • Client Portfolio Management: Manage a portfolio of clients, providing ongoing governance support through regular meetings to enhance member outcomes. Investment
  • Advisory Drafting: Prepare advice documents to a high standard for client sign-off.
  • Research: Stay updated on master trust/GPP providers and their evolving propositions to support research outputs that inform client advice.
  • Team Collaboration: Work within a team environment, providing leadership and guidance to junior team members. Requirements:
  • Demonstrable experience in the UK pension scheme advisory sector within a consultancy environment. Ideally PMI qualified with years of post-qualification experience or equivalent qualifications such as FIA, FFA, or CFA. Excellent communication skills and commercial awareness.

Required skills

  • Pension Schemes
  • Pensions
  • GPP
  • Pension Funds

Reference: 52869714

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