IFA Relationship Manager — Investment Funds & Growth

TrinityBridge; Greater London; On-site; GBP 45,000 - 60,000; Full time

Job summary

TrinityBridge is seeking an experienced Account Manager to join our Intermediary Partnerships team. The role focuses on maintaining and growing relationships with Independent Financial Advisers (IFAs) and Paraplanners across the UK, supported by TrinityBridge's investment solutions.

This home-based position requires proactive telephone and Teams engagement, with some travel to London and other TrinityBridge offices.

Qualifications

• Five years’ experience in a similar role within Asset/Wealth Management or financial services.
• Proven track record in account management, ideally with IFA networks.
• Excellent verbal and written communication and virtual presentation skills.
• Highly organised, able to work remotely with minimal supervision.
• Strong attention to detail and regulatory awareness.

Responsibilities

• Maintain and grow trusted IFA relationships across the UK.
• Conduct outbound calls and Teams meetings to promote funds.
• Deliver fund presentations and updates to IFAs and paraplanners.
• Identify new business opportunities within existing and prospective clients.
• Provide fund performance data and market commentary.

Skills

Communication

Telephone skills

Virtual presentation

Relationship management

Tools

MS Word

Excel

Job description

TrinityBridge is seeking an experienced Account Manager to join our Intermediary Partnerships team. The role focuses on maintaining and growing relationships with Independent Financial Advisers (IFAs) and Paraplanners across the UK, supported by TrinityBridge's investment solutions.

This home-based position requires proactive telephone and Teams engagement, with some travel to London and other TrinityBridge offices.