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Client Manager

Are you keen to make a difference in a dynamic organisation? Do you have a passion for putting the customer at the centre of everything you do? 

We’re a fast-paced, dynamic Group at the cutting edge of building safe and recurring value for all of our stakeholders. Our core areas include: bespoke pension solutions, wrap platform, independent financial advisory, investment consultancy, research and due diligence, and more. We currently have £15bn Assets Under Management and are still growing.

This role is with Vested Employee Benefits Limited, part of the Embark Group and will be predominantly home-based.


What you’ll do

In your role as Client Manager, you will be responsible for supporting, coordinating and delivering new business initiatives in collaboration with other Client Managers across existing and new service propositions. This role has an increased focus on new business development and achievement of new business targets to help support the revenue growth of the business. 

This role also involves delivery of advisory employee benefit services and overall client management to a portfolio of clients, working effectively with our Operations team.

It includes proactive and structured business development, revenue generation and delivering high quality and consistent client work. The successful candidate needs to demonstrate new business experience and success, and good technical knowledge across a range of employee benefit product and service areas. It is expected the focus of this role will be broadly 50% new business and 50% client management, albeit flexibility will be required depending on business needs.

Key accountabilities

  • Work with the MD and Client Managers to plan and structure new business activities nationally
  • To support the MD with developing key introducers and collaborative partners to generate of high-quality referrals and winning new work
  • Win new work from tender processes, proposals and generating referrals in a commercially viable manner through effective negotiation
  • Deliver high quality presentations and proposals to win work
  • Be responsible for MI reporting on new business to the senior management team
  • Assist with developing existing and new service propositions and taking them to market
  • Directly responsible for the day to day client servicing of a portfolio of clients (some of which you will self-generate and some of which may be inherited)
  • Act as client’s main point of contact for advisory services and work effectively with operations team to deliver work to a high quality, consistently and in a timely manner
  • Prepare, review and sign off reports, presentations and other client communications
  • Develop new fee revenue from clients by maintaining positive client relationship and promotion new services
  • Promote the culture, profile and behaviours required to support good customer outcomes, setting an example to the team at all times
  • Support relationships with external suppliers and providers by maintaining on-going relationships

Experience required

Delivering excellence is no easy task, particularly when you are transforming a business. So we’re looking for someone with the right experience and behaviours to join our team. The ‘DNA’ we look for starts with high proactivity and tenacity, the desire to deliver service excellence, attention to detail and a passion for both innovation and continuous improvement. As well as this, you will need to have:

  • At least 3 years experience and success in business development
  • Demonstrate an ability to deliver sales targets consistently
  • To work in a logical, structured and collaborative manner with colleagues
  • Ability to deliver work to strict deadlines
  • Ability to manage client expectations with a confident and professional approach with strong organisational skills
  • Exceptional communication skills both verbally and in writing, including professional telephone manner including presentation skills
  • Commercially aware of financial aspects to managing a client book and ability to negotiate fees
  • Technical knowledge in the majority of advisory areas above
  • Sound knowledge of all Microsoft Applications
  • Educated to degree level standard or equivalent
  • Minimum GCSE Maths & English grade C or equivalent 
  • Industry based technical qualifications (CII/PMI)

Why join us

Our approach centres on four primary enablers: our expertise, access to leading technology, focus on consumers, and capital.

We believe in transparency and meritocracy; we want to give all of our people the opportunity to be the best they can be, sharing in our future success.


Our family of companies include:

The Adviser Centre – a free-to-air, online fund research and consultancy service, dedicated to helping financial advisers to assess, select and monitor suitable actively-managed funds from the whole of the market. 

EBS Pensions Limited – developed over the last 20+ years into a leading SIPP and SSAS provider, with over 15,000 clients and £2.8bn assets under administration. 

The Embark Platform – a low-cost retirement-focused platform for financial advisers built on cutting edge and market leading FNZ technology.

Hornbuckle – one of the UK’s leading independent specialist pension providers, Hornbuckle has excelled in self-invested pension provision for more than three decades.

Rowanmoor – the UK’s largest independent SSAS provider and a provider of bespoke SIPPs and Family SIPPs.

Vested – a collaboration between Embark Group and Mazars LLP. Together we bring the very best in employee benefits and workplace savings to small and medium sized employers (those with between 100 and 750 full time employees).

Embark Corporate Services – is the provider of centralised Corporate Support to the Embark Group. Our approach is simple, we provide excellence in service to support the Group in being a world class full-scale retirement solutions provider. 


You will receive consideration for employment without regard to race, religion, gender, sexual orientation, national origin, disability or age.


Apply now and join us on our journey.


Or, know someone who would be a perfect fit? Let them know!


BOLTON  ∙  View all open roles here ›

EDINBURGH  ∙  View all open roles here ›

LEICESTER  ∙  View all open roles here › 

LONDON  ∙  View all open roles here ›  

MILTON KEYNES  ∙  View all open roles here ›  

SALISBURY  ∙  View all open roles here ›  

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