Relationship Manager

Fundment; Bath; On-site; GBP 45,000 - 60,000; Full time

Job summary

A fast-growing wealth infrastructure company in the South West of England seeks an experienced Relationship Manager to nurture client relationships and drive revenue growth. This role involves working closely with financial advisers to ensure satisfaction and maximize platform usage. Candidates should have over 5 years of experience in relationship management within the financial services sector, alongside exceptional communication skills. The role includes travel to clients and attending industry events.

Benefits

28 days annual leave plus bank holidays

Enhanced maternity/paternity/adoption leave

6% employer contribution

Private healthcare

Medicash Cash Plan

International Travel Insurance

Life Assurance

Employee Assistance Programme

Counselling & Coaching

Qualifications

• 5+ years of experience in relationship management within financial services.
• Solid knowledge of tax wrappers and investment products.
• Exceptional interpersonal and communication skills.

Responsibilities

• Act as primary point of contact for existing clients.
• Develop and maintain relationships with financial advisors.
• Regularly meet advisers to assess needs and demonstrate platform capabilities.
• Work closely with internal teams to develop tailored solutions.
• Attend events to strengthen relationships.

Skills

Relationship management

Interpersonal communication

Technical ability

CRM software proficiency

Job description

The Company

Fundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a highly personable Relationship Manager based in the South West of England, to join our outstanding Distribution Team. This position will report into our Head of Relationship Management and will require travel to clients in and around the South West, with monthly visits to the London office.

Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in‑house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.

Purpose of the role

To nurture long‑term relationships with Financial Advisers. This role requires excellent proven relationship management skills, ideally able to demonstrate strong existing adviser relationships and capable of driving revenue growth by facilitating the transfer of assets under management to the Fundment platform, while ensuring client satisfaction and engagement.

Key Responsibilities

• Act as the primary point of contact for existing clients, ensuring a high level of engagement and satisfaction.
• Develop and maintain strong, long‑term relationships with key stakeholders, including financial advisors and wealth managers.
• Regularly meet with advisers to assess their needs, address concerns, and demonstrate capabilities and new features of the Fundment platform to maximise usage.
• Work closely with internal teams, including transfers and support, engineering and product specialists, to develop and deliver tailored solutions.
• Invite clients to Fundment events, attend industry networking events, breakfasts, evening dinners and awards ceremonies to strengthen relationships.

Person Specification / Requirements

• Proven experience (5+ years) in relationship management within platform investment management, wealth management, or financial services sector.
• Solid knowledge of tax wrappers and investment products.
• Exceptional interpersonal and communication skills with the ability to influence and build rapport.
• Strong technical ability, able to learn new technologies and demonstrate software.
• Proficiency in CRM software.

Why join us?

Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals.

• Generous 28 days annual leave plus bank holidays
• Enhanced maternity / paternity / adoption leave
• 6% employer contribution
• Private healthcare
• Medicash Cash Plan
• International Travel Insurance
• Life Assurance
• Employee Assistance Programme
• Counselling & Coaching

We are happy to consider any reasonable adjustments that applicants may need during the recruitment process.

We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in London.

Fundment Values

• Innovative
• Flexible
• Supportive
• Collaborative
• Trustworthy