Relationship Manager - London/ Hybrid - Salary up to £40k+ study support

ZipRecruiter; London; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An innovative boutique IFA firm in London is seeking a Relationship Manager to join their dynamic team. This role offers a fantastic opportunity to work closely with clients, ensuring exceptional service and support for Advisers and Paraplanners. With a focus on professional growth, the firm provides full study support and a hybrid working environment, fostering a culture of recognition and reward. If you're eager to advance your career in Wealth Management and thrive in a sociable atmosphere, this position is perfect for you.

Benefits

Full Study Support

Excellent Benefits

Hybrid Working

Company Culture Embracing Recognition

Qualifications

• 12-18 months experience as an IFA Administrator.
• Strong communication skills for client interaction.

Responsibilities

• Support Advisers and Paraplanners with administration tasks.
• Ensure clients have an excellent experience and meet SLAs.

Skills

Client Communication

Administration

Wealth Management

Pensions Knowledge

Investment Knowledge

Education

Relevant Financial Qualifications

Job description

Job Description

My client is a dynamic and forward-thinking Independent, boutique IFA Firm in London, who, due to expansion, are looking to hire a Relationship Manager. The ideal candidate has gained at least 12-18 months of experience as an IFA Administrator and is seeking a new challenge with a company that offers support and progression to help achieve career goals.

Working for a well-established and highly ethical IFA, you will support Advisers and Paraplanners with administration across pensions, investments, IHT, tax, estate planning, and protection. The role is varied, with a primary focus on ensuring clients' journeys are excellent and meet SLA standards. There will be significant client contact, making communication a key aspect of the role.

This is an excellent opportunity for someone looking to expand their knowledge and skills in the industry, including working with UHNW client cases. Full study support will be provided, along with medium to long-term progression opportunities. You will join a sociable, friendly, and dynamic team.

The company offers excellent benefits, full study support, fully hybrid working, and a great company culture that values reward and recognition.

If you are interested in a new and exciting challenge in Wealth Management, please send your CV to Ursula Sloan at Financial Divisions.