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Simply meeting people’s financial needs
Over a month ago

Remote Relationship Manager

Crawley, Sussex Permanent full time Go to online recruitment »

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Start a career at B&CE...

Are you a bright and enthusiastic Relationship Manager looking for a rewarding career in a thriving organisation where people come first?

B&CE has been providing employee benefits for over 70 years. We began in 1942 by creating simple financial products that meet people’s needs, and that’s how we’ve run our business ever since.

We provide simple, good value products and services and our first class support and customer service has won awards.

We go that extra mile to ensure we are.

  • Creating Simplicity
  • Showing Compassion
  • Keeping Promises

Our people are our strength. Finding ways to value and reward them is important to us. And if you’re keen to learn, develop your career and do great things – you’re looking in the right place.

In a word

To be part of the Business Development team as a Remote Relationship Manager to service a large number of 3rd party clients and new employers, focusing on an acquisition, retention and development strategy to maximise funds under management.
Supporting the Business Development Remote Relationship team to achieve the function’s overall objectives through expansion of the pension proposition.

Practically speaking

Reporting to the New Business and Relationship Team Manager you’ll be responsible for;

  • Work within a Remote Relationship Management Team responsible for in-bound and outbound business development activity.
  • Working to a co-ordinated plan of engagement to create quality working relationships with client portfolio to improve client retention and identify any opportunities.
  • Responsible for  maintaining timely and accurate management information and metrics reporting against departmental KPI’s
  • Working closely with face to face distribution teams to ensure objectives of face to face and remote relationship management are aligned and that the project team receive regular information and updates
  • Work closely with Operational teams to ensure that any issues or problems highlighted by client population are quickly identified and resolved
  • Compile meeting reports and collect feedback on CRM system
  • Campaign management: work alongside co-ordinated marketing campaigns to maximise any business opportunities

If you're right for this role

You’ll enjoy working within a solutions-driven, people-focused organisation.

You’ll have a can-do attitude and work well both independently and as part of a team and be aligned with our
values of Creating Simplicity, Keeping Promises and Showing Compassion.

  • Educated to A level or equivalent
  • CII CF1 minimum
  • Previous experience of working in a remote based relationship management ideally in a pension environment, but a similar role within other regulated financial services environment will be considered.
  • Experience of multi-channel sales distribution.
  • Experience of working to targets, metrics and identifying measures of success.
  • Strong sales focus

The perks

Our people are our strength so finding ways to value and reward them is important to us. That’s why we offer an award-winning pension – it’s what we’re good at – plus health care cover, an onsite gym, access to a personal trainer… even the odd massage. And if they’re feeling peckish after all that activity, they can always refuel in our subsidised restaurant or grab some fruit – we get a big delivery every week. Discover more of B&CE’s employee benefits including our training programme, which is designed to give our people the support they need to develop a fulfilling career

Excited by this opportunity? Apply before it's too late...

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Download the full job description

Great benefits package

Discover the many benefits to working at B&CE.

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How to apply

If you fit the bill and want a rewarding career…

How to apply »

Remote Relationship Manager

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Go to online recruitment »