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Telephone Relationship Manager

2 months ago

United Kingdom Jigsaw Financial Full time

More than 400 talented people manage over £20 billion for a range of clients, including individuals and families, financial advisers, corporates, charities and trustees. This full-time role will be remote based in the North East but it is expected that a large portion of the your time will be spent face to face with our clients, either in their offices or on Microsoft Teams, hence extensive travel may need to be undertaken; with occasional travel to London for meetings. The Platform Relationship Manager will be responsible for managing relationships with the platform, sales and relationship management team.
You're expected to act in good faith, prevent potential harm, and actively support our customers in achieving their financial goals.

Ensure that the FCA policy of Treating Customers Fairly and Consumer Duty is followed as well as working in accordance.

The role involves extensive face-to-face and direct telephone contact.
Strong Numeracy skills to understand processes and check a range of data.
Strong rapport & relationship building skills with various stakeholders.
Project management skills.
Must take responsibility for driving personal & professional growth.

Strong knowledge of commercial objectives, UK platform & advisory market.
Experience in investments and investment management is desirable.
Relevant Financial Services qualifications will be advantageous.