Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice. As our client’s company continues to grow, a requirement has arisen for a Corporate Relationship Manager. The position is home-based.
The Corporate Relationship Manager’s role is to effectively manage existing and new corporate client relationships by successfully implementing and managing delivery of education, guidance and advice services to the firm’s corporate clients. The Corporate Relationship Manager’s key duties include:
* Manage the day-to-day business relationships of corporate clients and support delivery of revenue growth and enquiry generation for advice service

* Ongoing contract management including addition, renewal and re-tendering for services
* Agree project implementation plans in consultation and agreement with Corporate Relationship Project Managers (CRPM)
* Review project delivery with clients and CRPMs against agreed delivery criteria
* Support the new business team when needed with RFI/RFP and contract presentations and negotiations
* Support the new business team when bringing on board new clients, agreeing services delivered and timescales
The successful candidate for the Corporate Relationship Manager vacancy will receive:
* A salary of up to £65,000 (depending on experience)
* Lucrative annual bonus
* 25 days’ Annual Leave
* Pension (6% employer/3% employee)
* PMI
* Study Support
* Income Protection
Suitable candidates interested in the Corporate Relationship Manager vacancy will have the following criteria:
* Minimum FPC 1,2,3 (Level 3) qualified
* RO4 and JO5 exams preferred
* A working knowledge of UK pension (DB, DC, auto-enrolment), UK share schemes & flex benefits provision

* Experience of managing benefits education and communication particularly in the retirement space
* Appreciation of how benefit/pension functions operate from a technical and operational perspective e.g. salary sacrifice, trustees, compliance
* Proven track record of delivering client centred services ideally within the financial services B2B space

Next steps:
If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Vision-FS Recruitment is a leading London City based Financial Services Recruitment business and cover the entire UK market. Vision-FS Recruitment was founded to specialise within the IFA/Wealth Management, Private Banking and Employee Benefits Recruitment.