112 Full time, Financial Services / Investment jobs in Denny, Falkirk

The Vacancy

Our Third Party Administration (TPA) department is a dynamic administration team with a varied portfolio of clients. They play a key part in providing our clients and members with a market-leading service on Defined Benefits (DB), Defined Contribution (DC) and CARE pension arrangements. 

We currently have an exciting opportunity to join this department as a Client Relationship Manager, within one of our four offices on a full time basis.

What will your role look like?

You will combine the highest quality relationship management skills with technical administration knowledge to ensure a quality service is provided to clients, also contributing to the development of new business opportunities with a proposition led focus.

Though this is a varied role, your key tasks will include:

• Ensures overall TPA commercial relationship with clients is in line with profit and revenue projections, including for out-of-scope or non-standard work.
• Uses a solid understanding of the firm’s products and services to identify where service offerings to clients can be enhanced or introduced.
• In collaboration with colleagues, leads on the production of annual client development plans and budgets, ensuring adequate capacity and priority is available to do the work, and agreeing it with the client.
• Initiates and assists in producing and managing client recovery plans when service falls outside agreed level.
• Collaborates with colleagues to design services or projects and oversees their delivery with clear communication throughout.
• Collaborates with colleagues across the firm on shared client relationships and account development, pursuing commercial activities together for joint interests.
• Assists Client Directors with the preparation and review of client contracts and service orders.
• Ensures regular internal meetings and communication about client plans, risks and opportunities. Responsible for agreeing and monitoring any agreed actions.
• Prepares for, attends and takes actions from client meetings with Senior Consultants as required.
• Maintains and manages the firms’ position when dealing with client disputes or service issues.

To enjoy and succeed in this role, you will have:

• Extensive experience of day-to-day pension administration – ideally in DB, DC and CARE pension arrangements.
• A track record of managing Third Party Administration client relationships in a commercial landscape.
• Experience in scoping and costing Third Party Administration work alongside experience in project delivery, driving prioritised outcomes on time.
• Strong interpersonal and communication skills demonstrated in the ability to work successfully with all levels of administrators, consultant and client. 
• An awareness of the market direction and a vision for Third Party Administration business.
• The motivation to get the best out of others by building collaborative, consultative, hands-on relationships that are especially strong during periods of change.
• Skills as an effective influencer and negotiator.
• A focus on purposeful solutions, making pragmatic decisions including prioritisation.

Ideally, we would be looking for candidates to hold a professional qualification such as Associate Membership to the Pension Management Institute (or be working towards this). However, we would also be open to applications from candidates who could bring a knowledge of the UK pensions market from relevant industry experience.

A more detailed list of requirements for this position is available within the role profile – which is available on request.

In addition to a competitive salary and access to our profit share scheme, we offer: 

• A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs. ​
• A collaborative and encouraging work environment where your thinking and ideas are encouraged. 
• On site mental health and wellbeing assistance. 
• A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire. 
• Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday. 
• Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.  
• A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm. 

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.