Financial Intermediary Relationship Manager

2 days ago


Brent, Greater London, United Kingdom IPOE CONSULTING LIMITED Full time
Clients Relationship Manager - Wealth Management

IPOE CONSULTING LIMITED is seeking a highly motivated and organized Clients Relationship Manager to join our UK Financial Intermediary (FI) business unit.

The role involves building and maintaining strong relationships with our clients, including Financial Advisers, Discretionary Fund Managers, Investment Managers, and Family Offices. Responsibilities include:

  • Providing exceptional service to a portfolio of high-profile clients
  • Identifying new business opportunities and developing strategies to capitalize on them
  • Maintaining accurate records and reporting on client activity
  • Communicating effectively with internal stakeholders to ensure seamless delivery of solutions
  • Contributing to the development of sales strategies and tactics to drive revenue growth

Requirements for this role include:

  • A minimum of 3 years' experience working in a similar capacity within the financial services industry
  • Prior experience working with platforms is highly desirable
  • Relevant industry qualifications, such as IMC or CISI, are advantageous
  • A proven track record of delivering results in a fast-paced environment
  • Excellent leadership and communication skills
  • Ability to work independently and as part of a team

Estimated salary: £45,000 - £65,000 per annum depending on experience.


  • Financial Advisor

    10 hours ago


    Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time

    A highly motivated Senior Financial Planner is required to lead the delivery of financial planning and pension advice services to clients. Premier Jobs UK Limited offers a dynamic and autonomous work environment, with the potential for significant earnings as a self-employed professional. With an estimated annual salary of £50,000+, this role provides a...


  • Brent, Greater London, United Kingdom JMF ASSOCIATES Full time

    Job OverviewWe are seeking a highly skilled Financial Management Specialist to join our team at JMF Associates. This role offers an exciting opportunity for someone who is passionate about finance, HR, and business operations.


  • Brent, Greater London, United Kingdom Fields in Trust Full time

    Senior Finance Manager (Fields In Trust)We are seeking an experienced Senior Finance Manager to join our small team of experts. As a key member of our management team, you will provide financial advice and insight to the Chief Executive, Senior Management Team and Trustees.You will be responsible for building on our new systems (Xero) and automation to drive...


  • Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time

    Premier Jobs UK Limited is seeking a skilled Financial Advisor - Pension Specialist to join their team as a self-employed professional. This role offers a lucrative opportunity with an estimated annual salary of £50,000+ (uncapped), providing a flexible and autonomous work environment from home with occasional travel to London.This pension specialist...


  • Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time

    Pension Financial ConsultantOur client is a directly authorised firm seeking a highly experienced Pension Financial Consultant to join their team on a self-employed basis. The ideal candidate will have a strong background in financial planning and experience with DB pension cases.The successful candidate will benefit from a steady flow of leads for clients...


  • Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time

    About the Role:As a highly skilled Financial Advisor, you will be responsible for providing expert advice on holistic financial planning and DB pension cases. Our client is seeking an individual with a proven track record of success in this field, who can bring clients with £5m+ of funds under management.About the Company:Premier Jobs UK Limited is a...


  • Brent, Greater London, United Kingdom LJB & Co Full time

    Job Title: Senior Construction Project ManagerWe are seeking an experienced Senior Construction Project Manager to join our team at LJB & Co in West London. This is a fantastic opportunity for a highly skilled professional to work on high-end residential projects with a turnover of over £50 million.The ideal candidate will have 5+ years of experience in...


  • Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time

    Senior Financial Advisor - Pensions SpecialistWe are seeking a highly experienced Senior Financial Advisor to join our client's team as a Pensions Specialist. This is an excellent opportunity for a skilled professional to take their career to the next level.The successful candidate will work closely with the client's existing Advisors, providing expert...

  • Financial Advisor

    6 hours ago


    Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time

    We are seeking a highly experienced and qualified pension specialist to join Premier Jobs UK Limited on a self-employed basis. The successful candidate will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice.About the Opportunity:Work as a self-employed Financial Advisor with a potential OTE of...


  • Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time

    About the Job:We are looking for a skilled Holistic Wealth Manager to join our team. As a successful Financial Advisor, you will have a strong background in DB pension cases and be able to provide expert advice on holistic financial planning.About the Company:Premier Jobs UK Limited is a leading recruitment agency specializing in the financial services...


  • Brent, Greater London, United Kingdom Alex Young Recruitment Ltd Full time

    We are seeking a highly skilled Estimator to join our client's team, who is responsible for providing financial input on bids from tender stage through to mobilisation and handover. As an experienced professional in the field of M&E estimation, you will play a critical role in ensuring the successful delivery of projects and contribute to the growth and...


  • Brent, Greater London, United Kingdom Premier Jobs UK Limited Full time

    As a highly skilled Pension Expert Advisor, you will play a pivotal role in delivering bespoke financial planning and pension advice services to clients. Premier Jobs UK Limited offers a dynamic and challenging work environment, with the potential for significant earnings as a self-employed professional. With an estimated annual salary of £50,000+, this...


  • Brent, Greater London, United Kingdom LJB & Co Full time

    Job Title: Commercial Contract AdministratorLJB & Co is seeking a highly skilled Commercial Contract Administrator to join our team in West London. This is a fantastic opportunity for a detail-oriented professional to work on high-end residential projects with a turnover of over £50 million.The ideal candidate will have 5+ years of experience in quantity...


  • Brent, Greater London, United Kingdom Hayes Staff Recruitment Full time

    Job DescriptionHayes Staff Recruitment is seeking an experienced Enterprise Support Manager to join our team.The successful candidate will be responsible for enabling residents to access support to start, sustain, and scale new businesses, maintaining relationships with enterprise/business support agencies and property management agents, and facilitating the...


  • Brent, Greater London, United Kingdom West London Waste Authority Full time

    Job DescriptionWest London Waste Authority is seeking an experienced Operational Excellence Manager to lead and manage improvement projects across its Household Reuse and Recycling Centres (HRRCs) and waste transfer stations.Key Responsibilities:Project Management: Develop and implement strategic improvement initiatives to enhance operational efficiency,...


  • Brent, Greater London, United Kingdom AWD online Full time

    As an Electrical Contract Manager with AWD online, you will have the opportunity to work on high-profile and high-value mechanical and electrical contracts. This role is ideal for individuals who possess excellent communication skills and a comprehensive understanding of Building Regulations.Job Description:Salary: £41,862 - £50,674 per annumLocation:...


  • Brent, Greater London, United Kingdom Rise Technical Recruitment Limited Full time

    **Job Summary**We are seeking an experienced Account Manager to join our team at Rise Technical Recruitment Limited. As an Account Manager, you will play a key role in building and maintaining relationships with existing clients, identifying new business opportunities, and driving growth and development within our engineering industry sector.Salary...


  • Brent, Greater London, United Kingdom Recruit 2 Success Full time

    Join Recruit 2 Success in this exciting opportunity to lead a dynamic team at our Children's Homes. As a Registered Children's Manager, you will be responsible for shaping and delivering the Home's Statement of Purpose, ensuring the well-being and safety of our looked-after children.Main ResponsibilitiesDevelop and sustain effective relationships with...


  • Brent, Greater London, United Kingdom Strong Recruitment Full time

    Italian Hotel Development ManagerWe are looking for an experienced hotel development manager to join our team in Italy. As a key member of our hotel contracting department, you will be responsible for developing and maintaining relationships with hotels in Italy.About Our CompanyStrong Recruitment is a leading provider of travel services, catering to the...


  • Brent, Greater London, United Kingdom Montcalm Collection Full time

    Company Overview:Montcalm Collection is a leading luxury hotel brand with properties in London. Our hotels are known for their elegant design, exceptional service, and commitment to sustainability.Salary: £80,000 - £100,000 per annumJob Description: We are seeking an experienced Chief Engineer to join our team as a Cluster Chief Engineer. This role will be...