Client Relationship Consultant
Listed on 2026-09-12
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description
Job Type: Permanent
Location: Any of our locations (Edinburgh, Telford, Birmingham, London or Bristol). This role is hybrid, with time spent working from the office and ically, you’ll be required to visit our Edinburgh office once a month.
Flexible working: All our roles are open to part-time, job-share and other types of flexibility. We will discuss what is important to you and balancing this with business requirements during the recruitment process.
Closing Date: 21st September
Salary and benefits: From £45,700plus bonus, 38 days holiday (including bank holidays), generous pension, private medical cover, 12x salary life assurance, career breaks, income protection, 3x volunteering days and lots more!
Who are we?We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.
Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.
Who are we?We’re Standard Life, a retirement specialist focused entirely on retirement savings and income. We champion the belief that everyone’s journey to and through retirement can be better, and for more than 200 years, we’ve been helping our customers plan and prepare for their financial futures.
Life today is increasingly complicated, uncertain and unpredictable. People move through different careers, face unexpected moments and navigate important choices. We offer our colleagues flexibility, trust and benefits that work for whatever life brings. In return we expect curiosity, connection, accountability and high standards. We make room for what matters - so you can bring your best, every day.
The roleYou will be responsible for building and developing strong relationships, working in partnership with your clients. Trustees and advisers, and retaining existing assets and delivering on opportunities to increase revenue and broaden our relationship across the Standard Life business.
Internally you will build a strong network within Workplace Distribution and the wider business, bring fresh ideas, challenge how we optimise processes and bring the voice of your clients to help shape our proposition.
You will create and deliver client plans and maintain communication and engagement strategies to maximise profitability.
By monitoring and maintaining awareness of change within the marketplace you will ensure opportunities are identified and will use judgement to identify and assess any risk or potential threats to the relationship with clients and act to mitigate these.
Your role will also include supporting new business activities and delivering ad hoc member engagement initiatives both virtually and in person.
What are we looking for?You are customer obsessed in all that you do and are passionate about supporting your clients in making a difference to the lives and financial future of their employees. You can clearly and effectively communicate information, plans and opinions to both internal and external stakeholders and are commercially focused at all times.
KeySkills & Experience:
- 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…
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