Platform Relationship Manager

JR United Kingdom; London; On-site; GBP 55,000 - 65,000; Full time

Job summary

A leading investment management firm in London seeks a Platform Relationship Manager. This role involves supporting Wealth Managers by integrating the platform into their operations, enhancing efficiency, and delivering exceptional service. Ideal candidates will have experience in investment management or platform roles, with strong interpersonal skills.

Benefits

Private Health Insurance (PHI)

Disability Insurance (DIS)

Income Protection

Pension plan with employer contribution

25 days of annual leave

Qualifications

• Prior experience working for a platform or within the investment management sector.
• Extensive platform experience as a Paraplanner or Financial Planner is a plus.

Responsibilities

• Build relationships with Wealth Managers and provide training on the platform.
• Support the Head of Platform Sales and Relationship management teams.
• Gather client feedback for platform improvements.

Skills

Interpersonal skills

Relationship building

Training

Education

Experience in investment management

Platform experience

Job description

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A leading investment management firm is currently seeking a talented Platform Relationship Manager to join their London office. This is an exciting opportunity to work with a highly renowned organisation in the investment management sector.

As a Platform Relationship Manager, you will play a vital role in supporting Wealth Managers and Advisers by ensuring the seamless integration of the platform into their business operations. By doing so, you will enhance their efficiency and enable them to deliver exceptional service to their clients. This role requires strong interpersonal skills as you will be responsible for building relationships with Wealth Managers, providing training on the platform and promoting additional services where appropriate.

To excel in this position, you should have prior experience working for a platform or within the investment management sector. Individuals with extensive platform experience, such as Paraplanners & Financial Planners, who are looking to transition into a role in investment management, will also be considered.

Responsibilities:

• Build relationships with Wealth Managers and train them to use the platform both face-to-face and on the telephone.
• Build an understanding of our client’s business and promote additional services where appropriate.
• Support the Head of Platform Sales and Relationship management teams to win and embed new platform clients.
• Increasing the STP take up of the application process with clients.
• Upon delivery of new online and electronic functionality ensure the embedding and targeted usage is achieved.
• Receiving and ownership to completion of queries.
• Be the centre of platform knowledge in the regions, where required, training and support of the regional team in regard to the platform.
• Gather feedback from our clients for feeding back to the platform proposition and service team.
• Supporting of regional events and campaigns.
• Updating Wealth Managers on changes such as Corporate Actions.

In return, the company offers an attractive package including:

• Competitive basic salary ranging from £55,000 to £65,000.
• Private Health Insurance (PHI).
• Disability Insurance (DIS).
• Income Protection.
• Pension plan with a contribution of 6% or 8% from the employer and 2% from the employee.
• 25 days of annual leave.

If you are a driven and motivated professional with a passion for investment management and a desire to make a significant impact, we encourage you to apply.