Pensions Account Manager

Key Responsibilities

• Lead the onboarding process for new group pension schemes

• Manage, retain, and grow a portfolio of existing clients through investment reviews, increasing member participation, cross-selling products, and building long-term relationships to drive repeat sales and referrals

• Oversee and coordinate multiple projects supporting the acquisition, implementation, and transition of defined contribution (DC) scheme member records and related assets

• Ensure the delivery of high-quality, coordinated client service by proactively collaborating with internal teams such as Sales, Operations, and other service units to identify opportunities and address potential issues

Skills & Experience

• Minimum of six years’ experience in a business environment, with a focus on  employee benefits management
• QFA qualified or equivalent

• Strong interpersonal and relationship-building skills, with the confidence to engage proactively with corporate clients and employee benefit stakeholders

• Excellent presentation, organizational, influencing, and planning abilities

• Proven experience in engaging with and influencing industry bodies

Contact [email protected] for more details