Client Relationship Consultant

Phoenix Group

Client Relationship Consultant developing relationships with clients, trustees, and advisers in workplace sales at Standard Life, a retirement specialist.

Posted 6/1/2026full-timeEdinburgh • 🇬🇧 United KingdomMid-LevelSenior💰 £45,700 per yearWebsite

About the role

Key responsibilities & impact

Responsible for building and developing strong relationships, working in partnership with clients, trustees, and advisers.
Retaining existing assets and delivering on opportunities to increase revenue and broaden relationships across the Standard Life business.
Internally building a strong network within Workplace Distribution and the wider business.
Creating and delivering client plans and maintaining communication and engagement strategies to maximise profitability.
Monitoring marketplace changes and ensuring opportunities are identified while assessing risks or potential threats to client relationships.

Requirements

What you’ll need

Proven experience in relationship management with a track record of delivering against plan ideally in a pensions environment.
Strong communication skills with the ability to build and maintain effective working relationships to drive projects forward.
Commercially driven and highly responsive, focused on adding value and achieving goals and business objectives.
Sound knowledge of DC pensions (both trust and contract plans), including awareness of leading providers, major consultancies, and market trends.
Developing understanding of market, legislative, and industry practices.

Benefits

Comp & perks

38 days holiday (including bank holidays)
Generous pension
Private medical cover
12x salary life assurance
Career breaks
Income protection
3x volunteering days

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

relationship managementcommunication skillsnetwork buildingclient engagementcommercially drivenresponsivevalue additiongoal achievement