Relationship Manager
4 weeks ago
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:
• 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
-
Relationship Manager
4 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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...
-
Relationship Manager
4 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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,...
-
Relationship Manager
4 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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,...
-
Relationship Manager
4 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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...
-
Relationship Manager
4 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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...
-
Relationship Manager
4 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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...
-
Relationship Manager
4 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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...
-
Relationship Manager
4 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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...
-
Relationship Manager
1 day ago
Northwich, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob DescriptionRecruit 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....
-
Relationship Manager
2 days ago
Northwich, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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,...
-
Relationship Manager
2 weeks ago
Northwich, United Kingdom Page Personnel Finance Full timeWe are working with a reputable organisation based in Northwich to recruit a Relationship Manager, for a newly created role within a growing team. **Client Details** This asset management business is a FTSE 250 organisation and one of the UK's leading organisations in its sector. They have a great reputation in training and developing its employees, giving...
-
Relationship Manager
2 weeks ago
Northwich, United Kingdom Page Personnel Finance Full timeWe are working with a reputable organisation based in Northwich to recruit a Relationship Manager, for a newly created role within a growing team. **Client Details** This asset management business is a FTSE 250 organisation and one of the UK's leading organisations in its sector. They have a great reputation in training and developing its employees, giving...
-
Relationship Manager
2 weeks ago
Northwich, United Kingdom Page Personnel Finance Full timeWe are working with a reputable organisation based in Northwich to recruit a Relationship Manager, for a newly created role within a growing team. **Client Details** This asset management business is a FTSE 250 organisation and one of the UK's leading organisations in its sector. They have a great reputation in training and developing its employees, giving...
-
Relationship Manager
2 days ago
Northwich, Cheshire, United Kingdom Page Personnel Finance Full timeWe are working with a reputable organisation based in Northwich to recruit a Relationship Manager, for a newly created role within a growing team.Client DetailsThis asset management business is a FTSE 250 organisation and one of the UK's leading organisations in its sector. They have a great reputation in training and developing its employees, giving them...
-
Relationship Manager
1 month ago
Northwich, United Kingdom Close Brothers Group Full timeOVERALL SUMMARYWe are looking for a Relationship Manager to join our expanding support team in Intermediary Sales. You will provide administration and technical support to a variety of clients, including; Business Development Directors, Independent Financial Advisers, Fund Managers, Third Parties and Intermediary Clients. This role is crucial in ensuring...
-
Relationship Manager
2 weeks ago
Northwich, United Kingdom Close Brothers Group Full timeOVERALL SUMMARYWe are looking for a Relationship Manager to join our expanding support team in Intermediary Sales. You will provide administration and technical support to a variety of clients, including; Business Development Directors, Independent Financial Advisers, Fund Managers, Third Parties and Intermediary Clients. This role is crucial in ensuring...
-
Relationship Manager
2 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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...
-
Relationship Manager
1 week ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit 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,...
-
Relationship Manager
2 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is seeking a dynamic Relationship Manager to join an expanding support team in Intermediary Sales for a large Wealth Manager.Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.As a Relationship Manager, you will play a crucial role in delivering administration and technical support...
-
Relationship Manager
3 weeks ago
Northwich, United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK is seeking a dynamic Relationship Manager to join an expanding support team in Intermediary Sales for a large Wealth Manager.Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.As a Relationship Manager, you will play a crucial role in delivering administration and technical support...