Relationship Manager – Exciting Opportunity!
Are you a proactive, client-focused professional with excellent communication skills? We are recruiting for a Relationship Manager to join our client's dynamic team. This is a key role where you’ll build and maintain strong relationships with clients while ensuring a seamless service experience.
What You'll Be Doing:
Manage a portfolio of clients, ensuring all communication and updates are handled efficiently.
Conduct annual reviews and support clients with their financial plans, primarily through phone and digital channels (Teams/Zoom).
Collaborate with advisers and client support to ensure client needs are met, and all queries are handled with care.
Keep client information up-to-date in CRM systems, ensuring records are accurate and well-maintained.
Prepare reports and post-review packs, managing the delivery of outstanding tasks.
What You’ll Bring:
Strong communication and relationship-building skills, especially over the phone.
Experience with CRM systems and Microsoft Office.
A high level of organisation, attention to detail, and the ability to prioritise workloads.
Ability to work both independently and as part of a collaborative team.
Previous experience in financial services is desirable but not essential.
Why Join?
Competitive salary: (based on experience).
Flexible hybrid working: 2 days in the office, the rest from home.
28 days holiday plus bank holidays, life assurance, income protection, and pension.
A vibrant, supportive culture focused on professional growth.
Apply today if you’re passionate about delivering outstanding client service and want to be part of an innovative, forward-thinking team!
Contact Liam today to apply for this great new role.