Client Relationship Consultant

Consulting & Corporate Strategy
Midlothian
July 12, 2026
Permanent
Urgent

Job Description

Overview

Role focused on building and developing strong relationships with clients, trustees, and advisers; retaining assets and increasing revenue; building a network within Workplace Distribution and the wider business; delivering client plans and engagement strategies to maximise profitability; monitoring marketplace changes and identifying opportunities while assessing risks to client relationships.

Responsibilities

  • Building and developing strong relationships, working in partnership with clients, trustees, and advisers.
  • Retaining existing assets and delivering opportunities to increase revenue and broaden relationships across the Standard Life business.
  • Internally building a strong network within Workplace Distribution and the wider business.
  • Creating and delivering client plans and maintaining communication and engagement strategies to maximise profitability.
  • Monitoring marketplace changes and identifying opportunities while assessing risks or potential threats to client relationships.

Requirements

  • 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 relationships to drive projects forward.
  • Commercially driven and highly responsive, focused on adding value and achieving goals and business objectives.
  • Sound knowledge of DC pensions (both trust and contract plans), including awareness of leading providers, major consultancies, and market trends.
  • Developing understanding of market, legislative, and industry practices.

Location

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