Pensions Client Relationship Manager

Pension CRM

We’re looking for an experienced Pension Consultant to join a growing team and deliver high‑quality consultancy across workplace pension arrangements, while also supporting wider employee benefits activity. This is an ideal role for someone who enjoys combining technical expertise with strong client relationship management and a varied workload.

Key Responsibilities

• Deliver expert consultancy across workplace pension schemes.

• Manage client relationships, acting as a key point of contact for technical queries.

• Provide guidance on regulatory requirements, scheme governance and member issues.

• Maintain accurate CRM and data records to support high‑quality service delivery.

• Work in parallel with the EB team on group risk and healthcare benefits.

• Support renewals, provider communications and benefit changes.

• Produce clear client documentation, reports and recommendations.

• Build strong relationships with clients, providers and internal teams.

Essential Criteria:

• Strong technical defined contribution pension consultancy experience
• Level 4 diploma qualified
• Experience advising clients and managing complex pension queries.

This role would be 1 day per week in their Putney office so offers flexibility to collaborate with the team in person and to work remotely.

If this opportunity is of interest, reach out or click apply today!

Please quote 52555 when calling Collette Cardy at Alexander Lloyd or email them at cca@alexanderlloyd.co.uk. This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.