Client / Senior Client Manager - Home Based

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 £33bn 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 in the Midlands region

Vested (‘Vested Employee Benefits’) is a modern and creative Employee Benefits Consultancy. We try to bring new ideas to help reinvigorate companies’ employee benefits provision. We provide high quality advice, support, solutions and products to employers and operate nationally, throughout the UK. Our focus is on the medium and larger SME market, who already offer a range of benefits but are looking to modernise their approach, develop their offering and use technology to create efficiencies and improve the communication of benefits to employees. Vested is a collaboration between the Embark Group and Mazars LLP. For further details, please visit our website at: www.vesteddigital.co.uk. 

 

 What you’ll do

In your role as Client / Senior Client Manager, you will be responsible for the delivery of advisory employee benefit services and the overall client management of a portfolio of clients. This will include fee generation, business development, supporting Senior Client Managers and Directors on larger clients and working effectively with our Operations team to deliver high quality and consistent client work. A proactive, responsive, creative and structured approach is required.

The successful candidate needs to demonstrate experience and success with advising employee benefit services and also able to demonstrate a good technical knowledge across a range of product and service areas.


Key accountabilities

  • Directly responsible for the day to day client servicing of a portfolio of clients
  • Act as client’s main point of contact, arranging and participating in meetings and delivery of work in a structured manner. To include annual review meetings with clients
  • Work effectively with operations team to deliver work to a high quality, consistently and in a timely manner
  • Providing effective support to Senior Client management team
  • Prepare, review and sign off reports, presentations and other client communications
  • Develop existing fee revenue from clients by maintaining positive client relationship and promoting new services
  • Promote the culture, profile and behaviours required to support good customer outcomes, setting an example to the team at all times
  • Maintain records on client databases (including Intelligent Office)
  • Project manage specific client projects, including implementation of new benefits
  • Assist in attaining new clients where appropriate
  • Support relationships with external suppliers and providers by maintaining on-going relationships with key contacts to assist the business and clients


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:

  • Ability to work in a logical, structured and collaborative manner with colleagues
  • Ability to deliver work to strict deadlines
  • Experience of dealing directly in a responsive manner with clients and the ability to manage client expectations with a confident and professional approach
  • Strong communication skills both verbally and in writing, including a professional telephone manner
  • Strong organisational skills
  • Strong presentation skills
  • An understanding and be 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 Microsoft Office; Excel, Word, Outlook
  • Educated to A 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!

OUR OFFICES

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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