Intermediary Relationship Manager

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

Job summary

A leading investment management firm is seeking an Intermediary Relationship Manager for their London office. This role involves establishing and growing relationships with financial adviser firms, requiring previous sales experience and strong relationship-building skills. The company offers a competitive salary and benefits, making it an exciting opportunity in the investment management sector.

Benefits

Private Health Insurance

Disability Insurance

Income Protection

Pension plan with employer contributions

25 days of annual leave

Qualifications

• Previous sales experience in financial services preferred.
• Experience in Financial Planning or Investment Management market.
• Strong relationship-building skills.

Responsibilities

• Establish and grow relationships with financial adviser firms.
• Work with BDM's to agree on a panel of accounts.
• Lead new business development and manage retention.

Skills

Commercial awareness

Relationship building

Questioning and listening

Job description

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Recruitment within Financial Services, Insurance and Tech & Change

Our client, a leading investment management firm is currently seeking a professional Intermediary Relationship Manager join their London office. This is an exciting opportunity to work with a highly renowned organisation in the investment management sector.

This role will suit an individual with previous sales experience either face to face or over the telephone, ideally within a financial services environment.

Predominantly based in the London office, the role of the Intermediary Relationship Manager is to establish and grow relationships with financial adviser firms, which in turn will create opportunities to sell the firms proposition. Interaction with advisers will be carried out using a combination of the telephone and Microsoft Teams.

Candidates should have experience in the Financial Planning or Investment Management market, albeit not necessarily sales within these markets.

Purpose

• To establish opportunities for the firms proposition, working in conjunction with the BDM's.

Responsibilities

• Work with BDM's to agree a panel of accounts they will own and be responsible for business development from.
• Lead new business development with this panel.
• Frontline for all company products.
• Manage retention and upsell to an agreed list of existing key accounts.

Business Development Skills Required

• Commercial awareness in order to build credibility with IFAs
• Relationship building skills in order to rapidly establish a high level of trust with individuals, both in terms of personal competence and trustworthiness. Questioning and listening skills which are focused and empathic in order to fully understand the individuals’ true understanding, views and feelings.

In return, the company offers an attractive package including:

• Competitive basic salary ranging from £45,000 to £60,000
• 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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Customer Service, and Sales

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