Wealth Advisory - Assistant Manager (Employee Benefits)

Job description

Wealth Advisory – Assistant Manager (Employee Benefits) This role offers an excellent opportunity for an experienced corporate benefits professional to further develop their skills in client relationship management within a structured and supportive environment. You will work closely with the hiring manager and a small team of assistant relationship managers and administrators in the delivery and optimisation of employee benefits services to an established portfolio of SME to mid-sized corporate pension and risk clients. This role involves key client servicing and pension and risk scheme administration. Key responsibilities include: - Acting as the day-to-day servicing contact for a portfolio of well-established SME to mid-sized clients - Supporting the Portfolio Manager with on-site client meetings, benefit reviews and benchmarking exercises, corporate scheme rebrokes and onsite member engagement programmes - Liaising with external providers (group pension, group risk) on behalf of clients - Ongoing monitoring of scheme renewals - Assisting with the smooth onboarding of new pension and risk schemes Skills required: - Strong organisational and time management skills - High attentio...