About the role
We are a chartered financial planning and employee benefits practice, directly regulated by the FCA and we're growing. We're now looking for a Client Relationship Manager, Employee Benefits to join our expanding team.
In this role, you'll be a key point of contact for our corporate clients, supporting them across a broad spectrum of employee benefit schemes. These include group income protection, life assurance (death in service), private medical insurance, dental cover, health cash plans and workplace pensions.
You'll work closely with our Employee Benefits Consultants and administration team, ensuring all scheme activity-from new business and renewals to claims and underwriting-is delivered accurately, compliantly and with exceptional client care.

Key responsibilities

• Manage relationships with clients, insurers and benefit providers
• Obtain and negotiate competitive quotations from UK insurers across group life, health and protection schemes
• Produce client-facing reports, market reviews and suitability letters
• Oversee underwriting, claims and ongoing scheme administration
• Support Consultants with new business, renewals and scheme updates
• Ensure data accuracy, manage compliance checks and maintain thorough records
• Respond professionally and promptly to client enquiries via phone and email

What we're looking for

• A minimum of 2 years' experience in financial services, preferably within group risk, healthcare, or pensions
• A client-focused, proactive mindset with strong communication skills
• Excellent attention to detail and high organisational ability
• Proficient in Microsoft Office; comfortable learning bespoke systems
• Professional qualifications are welcomed but not essential-we offer full support for study and development

What we offer

• Competitive salary, dependent on experience
• Full-time and part-time working options (office-based role)
• 22 days' holiday (pro-rated for part-time), plus bank holidays
• 5% employer pension contribution
• Group life assurance (death in service)
• Group critical illness insurance
• Health cash plan
• Support for exams and continued professional development
• The opportunity to be part of a growing, chartered firm with a strong reputation for client service

Ready to play a key role in our next chapter? We'd love to hear from you.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.