Relationship Manager

7 days ago


Northwich, Cheshire, 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.

Please make sure you read the following details carefully before making any applications.

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:


• Understand and address customers' needs efficiently, while managing your workload and prioritising tasks to meet strict deadlines.


• Build and maintain relationships with IFAs and collaborate with other teams to ensure a positive client experience.


• Issue pre-sales literature, process client applications, handle client requests, and monitor the team inbox for prompt query resolution.


• Set up agreements with new IFA companies, provide valuations and performance information, support IFAs with online access, and perform general admin duties.

Ideal Candidate:


• Previous experience in a customer relationship role, preferably within Financial Services.


• Excellent attention to detail.


• A team player with strong communication skills (both verbal and written).


• Excellent record-keeping and reporting capabilities.


• Ability to multi-task and demonstrate initiative.

Why Join:


• 25 days holiday + bank holidays.


• 10% pension contribution


• Excellent progression pathway inc. qualification support.


• Hybrid Working.


• Collaborative team environment prioritising work life balance.


• Plus many more benefits for your mental, physical and financial wellbeing.

Job Title: Relationship Manager

Location: Northwich, Cheshire

Salary: Up to £29k basic + bonus

REF: 9081

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



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