Role: Relationship Manager
Location: Northwich
Salary: Up to £29,000
Working Arrangement: 2-3 days a week in the office
This is an award-winning financial planning and investment company that has an excellent reputation within the industry. Specialising in providing a wide range of services to private clients, corporations, HNW individuals, and financial services professionals across the UK, they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
Due to growth, this company has an exciting opportunity for an experienced financial services professional to join as a Relationship Manager, which sits within the Intermediary Sales Support Team. This role is crucial to providing a high-quality Advice service to clients.
Responsibilities:
- Dealing with queries from clients and IFAs, including technical questions, which you will be expected to handle to a high standard.
- Providing admin and technical support to various teams within the business such as IFAs, Fund Managers, 3rd parties, and the Business Development team.
- Inbound and outbound communication via telephone.
- Efficiently dealing with complaints.
- Monitoring the team inbox.
Full training is provided around technical knowledge, but you need to be able to pick up information around tax requirements, regulations, etc.
Ideal Candidate:
- Previous Financial Services experience.
- Confident on the phone, dealing with queries from clients/IFAs.
- Strong problem-solving skills and enjoyment of working in a fast-paced environment.
- Strong communication and rapport-building skills.
Benefits:
- Discretionary Annual Bonus.
- 10% Employer Pension Contribution.
- Private Medical Insurance.
- Life Assurance.
- Annual Leave - minimum of 25 days.
- Additional days off at Christmas.
- Discounted gym membership.
Next Steps:
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
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