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Relationship Manager

2 months ago

London, Greater London, United Kingdom Jigsaw Financial Full time
About the Role

We are seeking a skilled Relationship Manager to join our team at Jigsaw Financial. As a key member of our platform and sales team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their financial goals are met.

This is a full-time remote role based in the North East, with extensive travel required to meet with clients in their offices or via Microsoft Teams. Occasional travel to London for meetings may also be necessary.

Key Responsibilities
  • Manage relationships with the platform, sales, and relationship management team
  • Act in good faith, prevent potential harm, and support customers in achieving their financial goals
  • Ensure compliance with FCA policy and Consumer Duty
  • Develop strong rapport and relationship-building skills with various stakeholders
  • Drive personal and professional growth
Requirements
  • Strong numeracy skills to understand processes and check data
  • Commercial objectives, UK platform, and advisory market knowledge
  • Experience in investments and investment management (desirable)
  • Relevant Financial Services qualifications (advantageous)
What We Offer

As a Relationship Manager at Jigsaw Financial, you will have the opportunity to work with a talented team, manage a range of clients, and develop your skills in a dynamic and supportive environment.