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Relationship Manager

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In this Relationship Manager job in Bristol you will be joining a growing team of Independent Financial Advisors with offices across the South West, delivering full lifestyle and financial planning to clients
As a Relationship Manager you will be responsible for:
* Arranging annual reviews and managing the Financial Advisor’s diary
* Onboarding new and existing clients onto their purpose built app
* Organising client files to ensure they are compliant and accessible to other team members
* Chasing clients and providers
* Acting as the first point of contact for clients
Our client have specialist teams setup, therefore you will be joining their Bristol team. As such, on a daily basis you will be working closely with their Financial Advisors and Paraplanner, whilst also on occasions engaging with their wider team.
Our client is a believer in enabling career progression and would create a bespoke development plan for you. They have proven to deliver on their promises.
Relationship Manager Requirements
* You should have excellent experience of client relationship management
* You should have administration experience within financial services
* You should have a methodical and detail orientated approach to your work, whilst being personable and friendly
The Company
The purpose of this independent financial advisory firm is to improve their client’s financial wellbeing, which has remained consist for over 10 years of being in business. Values are important to the team and will continue to be upheld as the business grows. Following a recent staff survey, the feedback from the team is they enjoy being part of a team where they can make a difference and see their contribution to the success of the business.
Relationship Manager Benefits
* Salary of £18,000 – £25,000 depending on experience
* Full-time role with autonomy to have flexible working hours to accommodate your personal life
* Office based role with some home working available
* Opportunity to join a team of likeminded people, passionate about doing the right thing for clients
Location
Bristol / Bath/ Chippenham
Liability and Disclaimer
Whilst FM TOP JOBS LTD uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information

Company Description

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