Relationship Support Assistant

Royal London Group; City of Edinburgh; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company in the UK financial advice market is seeking two Relationship Support Assistants to join their Distribution team. The role involves developing client relationships, communicating product benefits, and supporting sales processes in a hybrid working environment. Ideal candidates will have strong customer service skills and the ability to manage multiple tasks effectively.

Benefits

28 days annual leave

14% employer matching pension scheme

Private medical insurance

Qualifications

• Understanding of the competitive landscape in the financial sector.
• Ability to translate Sales MI into meaningful data.

Responsibilities

• Develop and maintain strong relationships with clients.
• Process salary exchange quotes and illustration requests.
• Support the delivery of a smooth sales process.

Skills

Customer Service

Communication

Time Management

Organisational Skills

Job description

Job Title: Relationship Support Assistant x 2

Contract Type: Permanent

Location: Edinburgh

Working style: Hybrid 50% home/office based

Closing date: Friday 30th May 2025

Due to expansion in our Distribution team, we have two brand new opportunities to join us as a Relationship Support Assistant. These positions have been introduced to support our continued growth and success in the UK financial advice market.

As a Relationship Support Assistant, you’ll play a key role in protecting and developing our mutually valued relationships, helping to deliver sustainable growth through the distribution of our propositions. With a strong customer focus, you’ll help extend our reach across all channels and platforms through which consumers access long-term savings and protection products, contributing directly to our Distribution team’s targets.

We’re looking to speak with driven, curious, and proactive individuals who are eager to make an impact in a dynamic and supportive environment.

About the role

1. Develop and maintain strong relationships
2. Clearly communicate the features and benefits of our products
3. Processing salary exchange quotes
4. Educating our consultants on self-serve using new platform
5. Processing illustration requests
6. Partnership events
7. Update adviser CRM with key sales information
8. Assist in promotion of campaigns
9. Support the delivery of a smooth, efficient, and professional sales process
10. Support scheme pricing and submissions

About you

1. Demonstrable understanding of the competitive landscape in which Royal London operates
2. Exceptional customer service skills
3. Ability to translate Sales MI into meaningful data for the adviser
4. Ability to spot sales opportunities
5. Strong written and verbal communication skills to effectively interact with customers and stakeholders through different channels
6. Strong time management and organisational abilities, with the capacity to prioritise and multitask effectively

About Royal London

We’re the UK’s largest mutual life, pensions, and investment company, offering protection, long-term savings, and asset management products and services.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable, and fulfilling. This is underpinned by our Spirit of Royal London values: Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme, and private medical insurance. You can see all our benefits here - Our Benefits

Inclusion, diversity, and belonging

We’re an inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.