Relationship Manager

2 weeks ago


London, Greater London, United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK is seeking a dynamic Relationship Manager to join an expanding support team in Intermediary Sales for a large Wealth Manager.


As a Relationship Manager, you will play a crucial role in delivering administration and technical support to a diverse client base, including IFAs, Fund Managers, Third Parties, Intermediary Clients and BDMs.

Your efforts will ensure a competent and efficient service to all our clients.

Responsibilities & Key Tasks:
n

  • Understand and address customers' needs efficiently, while managing your workload and prioritising tasks to meet strict deadlines.n
  • Build and maintain relationships with IFAs and collaborate with other teams to ensure a positive client experience.n
  • Issue pre-sales literature, process client applications, handle client requests, and monitor the team inbox for prompt query resolution.n
  • Set up agreements with new IFA companies, provide valuations and performance information, support IFAs with online access, and perform general admin duties.

Ideal Candidate :
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  • Previous experience in a customer relationship role, preferably within Financial Services.n
  • Excellent attention to detail.n
  • A team player with strong communication skills (both verbal and written).n
  • Excellent record-keeping and reporting capabilities.n
  • Ability to multi-task and demonstrate initiative.

Why Join:
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  • 25 days holiday + bank holidays.n
  • 10% pension contributionn
  • Excellent progression pathway inc. qualification support.n
  • Hybrid Working.n
  • Collaborative team environment prioritising work life balance.n
  • Plus many more benefits for your mental, physical and financial wellbeing.

Job Title:
Relationship ManagernLocation: Northwich, CheshirenSalary: Up to £29k basic + bonusn

REF:
9081

If you have the skills and experience we're looking for, we'd love to hear from you
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