Client Associate - Pensions
Employer: Health Partners
Location: Home-based Remote United Kingdom
Working hours: 37.5 hours per week
Salary: £24,784.50
Closing date: 18 October 2026
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At Health Partners, we pride ourselves on being one of the UK’s leading providers of occupational health and wellbeing solutions. We partner with organisations across diverse industries, helping them to support the physical and mental health of their employees.
Please note that the closing date for this vacancy is subject to change and the advert may close earlier if sufficient applications are received. We encourage early applications to avoid disappointment.
JOB7286
Role Outline
Are you a detail-oriented professional with a passion for delivering exceptional service? Do you thrive in a fast-paced environment where your organisational skills and communication expertise can shine? If so, we have the perfect role for you!
As a Client Associate – Pensions, you’ll be at the heart of our operations, ensuring cases are managed seamlessly and efficiently. From coordinating appointments to liaising with clients, employees, clinicians, and third parties, you’ll play a vital role in the delivery of our services. You’ll manage case processes end-to-end, including proofreading and releasing reports, handling invoicing, and finalising case closures.
Your ability to handle sensitive information securely and in line with GDPR regulations will be essential. You’ll also act as a key point of contact, supporting clients and their employees while collaborating closely with internal teams.
What’s In It for You?
We value the people who work with us and our rewards package is reviewed regularly to reflect this. It currently includes:
Competitive salary, dependent on qualifications and experience.
Contributory pension scheme (up to 6%).
Life assurance.
25 days of annual leave plus bank holidays, increasing with length of service.
A day off for your birthday (non-contractual).
Discounted gym membership.
What You’ll Be Doing:
No two days are the same in this role, but your responsibilities will include:
Managing Pensions and Ill Health Retirement cases from start to finish, including booking appointments, gathering and reviewing information, proofreading reports, invoicing, and closing cases.
Providing excellent customer service via phone, email, and letter, using a cloud-based telephony system to ensure quality and training standards are met.
Liaising with clients, employees, clinicians, GPs, and other third parties to keep cases moving smoothly.
Maintaining strict compliance with GDPR and company policies to protect sensitive personal information.
Coordinating diaries and appointments for clinical staff, ensuring their time is optimised.
Working with a variety of medical professionals and handling key documents, including those related to immunisations and vaccinations.
Escalating complex cases or slow progress to the appropriate colleagues to ensure swift resolution.
Embodying our CORE values: Caring matters, One team, Great relationships, Excellence all round.
What We Are Looking For:
Organised and detail-oriented: You’ll need to stay on top of multiple cases and tasks while ensuring accuracy in all you do.
A strong communicator: Both verbal and written communication skills are key, as you’ll be interacting with a variety of stakeholders.
Proficient with IT systems: From databases to Microsoft Outlook and telephony systems, you should be comfortable working with technology.
Knowledgeable about GDPR: You’ll need to understand and apply GDPR regulations to protect sensitive data.
A team player with a proactive mindset: Collaboration and initiative are essential for success in this role.
If you also have the below, that would even better!
Experience in case management within Occupational Health or healthcare.
Familiarity with remote working tools and practices.
Proficiency in Microsoft 365 (Word and Excel).
A commitment to personal growth and development.
Location: Remote (UK Based Only)
Whilst our team operates remotely, we maintain a cohesive and friendly work environment through constant use of Teams chat and video meetings. This way of working is crucial for sustaining our open culture and warm dynamics of our team and require this role to be a part of that.
Please note that this job advert is for remote working from home in the UK only. Applicants must ensure they are able to legally work and reside in the UK. Unfortunately, we are unable to offer sponsorship either now or at any time in the future.
Hours: 37.5 hours
Salary: £24,784.50
About Health Partners
Health Partners are committed to transforming the way health and wellbeing services are delivered in the UK. As one of the UK’s leading providers of occupational health and wellbeing solutions, we work with organisations across a wide range of industries to support the physical and mental health of their employees. Our mission is simple: to empower people to lead healthier, happier, and more productive lives.
With a strong focus on innovation and excellence, Health Partners combines clinical expertise with a personal, compassionate approach. Our multidisciplinary team of healthcare professionals, including occupational health advisors, physicians, physiotherapists, and counsellors, delivers tailored, evidence-based solutions designed to meet the unique needs of our clients and their workforce.
We pride ourselves on fostering long-term partnerships built on trust, professionalism, and results. Whether it’s through workplace health assessments, proactive wellbeing initiatives, or mental health support, Health Partners is dedicated to making a real difference.
At the heart of Health Partners is a culture of collaboration and continuous improvement. We believe in investing in our people and providing opportunities for growth, ensuring that our employees feel valued and inspired to deliver their best. By joining Health Partners, you’ll become part of a dynamic team that’s passionate about driving positive change in the workplace and beyond.
If you’re ready to make a meaningful impact in the field of health and wellbeing, we’d love to hear from you. Together, we can build healthier futures.Diversity & Inclusion Statement
Health Partners are a proud member of the Disability Confident employer scheme
Health Partners are extremely proud to support the needs of our employees and as such understands everyone has individual work and home life responsibilities. We’re happy to discuss flexible working arrangements for this role, should this be a requirement for you.We aim to become one of the most inspiring companies to work for and to achieve this ambition, we need the best talent to come and work for us. We look for candidates with the right skills and values to join us and selection is based on a fair and equal process. We’re proud to be committed to equal opportunities and welcome applications from all backgrounds.
Diversity and Inclusion forms an integral part of everything that we do, bringing together the best talent, helping people to realise their full potential by being yourself at work and delivering an outstanding service to everyone – regardless of difference.
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