Relationship Manager - Financial Services
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Relationship Manager - Financial Services
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Relationship Manager - Hybrid - Based in the Cheltenham or Oxford area.
About Attivo
Attivo are Lifestyle Financial Planners.
We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about ourclients. We pride ourselves on being completely transparent, open and honest – an approach that builds trust with our clients and inspires their financial confidence.
Our experienced, highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients, their preferences and their motivation, sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.
Whether you’re a private client ora business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and from our experienced teams.
About The Role
As a Relationship Manager, you will be responsible for managing client relationships. You will ensure that you are engaging, building and maintaining relationships with prospective and existing clients, enhancing the visibility of Attivo's comprehensive range of products and services.
You will work closely with our Financial Planners and act as the main contact for integrating new clients, onboarding clients and ensuring enquiries and requests are managed efficiently.
You will ensure clients have an excellent experience throughout their client journey, ensuring every client feels like our only client.
The role is hybrid, with 2 or 3 days in the office. There will also be occasional travel to other Attivo office locations and events, to support the Financial Planners and clients, when required.
About You
You are a proactive individual with experience managing and developing client relationships within the financial services sector or wealth management.
Your excellent communication and interpersonal skills allow you to nurture client relationships. Your commitment to providing exceptional service supports building relationships with clients, and ensuring all clients receive the high standard of service expected.
You are diligent in documenting all client interactions accurately and maintaining adherence to GDPR regulations.
You take ownership of the client engagement cycle, ensuring a seamless and positive experience for every client. Your role is integral to upholding the high standards of service and client satisfaction.
You are working towards your CII Level 4 Diploma or have a keen interest in completing the Diploma.
Our Head Office is based in Cheltenham. This role could be suitable for candidates in the surrounding areas, including Gloucester, Oxford, Bristol, Swindon, Reading and Worcester.
Key Responsibilities Include
* Ability to support advice queries generated for the business, including direct enquiries, employee referrals, Introducer referrals and referrals from marketing campaigns.
* Support with the integration of acquired clients, delivering excellent service at all times and able to articulate confidently the Attivo service.
* Building existing and prospective client relationships.
* Coordinating relationships between clients and Financial Planners, with careful consideration of ranging factors.
* Support with the departed client process, including client retention.
* Managing a pipeline of clients, ensuring actions are followed up and outcomes are recorded accurately.
* Supporting the Client Engagement Manager with ad-hoc tasks.
* Working closely with team members and the Financial Planning team.
* Raising awareness of Attivo's products and services.
* Managing queries in an efficient and timely manner.
* Delivering excellent service at all times.
Essential Skills And Experience
* Experience building client relationships.
* Proven experience in a similar role within financial planning or wealth management sector.
* Excellent interpersonal, listening, numerical and IT skills.
* Ability to work on own initiative and independently.
* Professional, ethical and discreet.
* Ability to develop and maintain ongoing client relationships
* Strong accuracy and attention to detail skills
* Ability to work well under pressure whilst maintaining excellent attention to detail.
Desirable Skills And Experience
* Experience working within a sales or customer service environment.
* Relevant qualifications in the financial planning sector, or a keen interest in completing the CII Level 4 Diploma.
Salary and benefits
up to £35,000 depending on experience.
Attivo Also Offers
* Non-contributory Pension Scheme
* Private Medical Insurance
* Cashplan
* Income Protection
* Critical Illness
* Death in Service
* Parking allowance
* Generous holiday allowance, rising with length of service
* Work from home and flexible working available
* Excellent culture, promoting employee wellbeing and engagement.
Recruitment Policy
Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process, please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but not limited to adverse financial history, criminal records, UK directorship and disqualifications check.
Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.
Privacy Policy
Please visit our website to view our full privacy policy for prospective employees.
Seniority level
* Seniority level
Not Applicable
Employment type
* Employment type
Full-time
Job function
* Job function
Sales and Business Development
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