Day to day responsibility for client service and development to a portfolio of clients across the Independent Consulting and Platforms & Products business units
Achievement of financial objectives in respect of revenue delivery, revenue development and client profitability
Client satisfaction and securing favourable client references
Playing an active and innovative role in developing Lumera’s client propositions
Produce and make available all relevant management information and reporting
Ensure effective interaction with the operations teams, whilst maintaining well-defined boundaries between client management and operations
Ensuring business assurance procedures are followed in respect of client management

Has a strong understanding of the UK pensions environment and awareness
Has pensions administration management, consultancy or client management experience in a pensions-related business
Will take ownership and the initiative to build strong relationships with their clients
Is self-reliant in the use of Word, PowerPoint and basic Excel to support the in-scope activities
Is flexible to travel to Lumera offices, to meetings with clients and to marketing/profile-raising events
A relevant professional qualification (Nice to Have)
Understanding of pensions data challenges and opportunities (Nice to Have)
Experience in a pensions consultancy or in-house pension scheme (Nice to Have)

Career development and training tailored to your goals.
A hybrid working model with a centrally located office in either Bristol, London or Edinburgh and up to three days remote work per week.
A comprehensive benefits package focused on your physical and mental well-being.

Client Manager

Key skills