A leading Wealth Management brand with a growing Pensions and Benefits team, are searching for experience Client Relationship Managers to join their growing teams in Scotland

Job summary:
Reporting directly to EB Section Managers, this is a key role, managing and administering a portfolio of employee benefit clients within agreed procedures and regulations.

Job description:
You will be working with a team of client relationship managers and assisting the employee benefits consultants in the proactive management of client's employee benefits. You will get to know the clients well and will enjoy helping them to achieve their workplace benefit goals

Responsibilities:

• Manage a client bank solely as a standalone client relationship manager
• Proactively manage all client affairs
• Maintain a strong working relationship
• Work within the rules and regulations of the pensions regulator
• Plan, organise and prioritise workload, to ensure work is dealt within agreed service standards
• Ensure client records are accurate and kept up to date as per the company procedures
• Attend training session, maintain own training files, and develop relevant knowledge and skills

Technical knowledge & experience (essential):

• An understanding of workplace savings, risk and health-care products
• Experience of working in the financial services industry
• Client facing experience
• Professional qualifications, or willingness to undertake relevant study
• An awareness of compliance issues and adhere to procedures

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.