Relationship Manager

Location Hedge End
Discipline: Financial services and insurance
Job type: Permanent
Salary: £28k - £32k DOE
Contact name: Samantha Ainslie

Contact email: sam@requireconsultancy.com
Job ref: REF: 8698
Published: 17 days ago
Expiry date: 01 Nov 2024 23:59

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.