Senior IFA Partnerships Manager (Remote)

TrinityBridge Limited; United Kingdom; Remote; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Flexible working options

Job summary

TrinityBridge Limited is seeking an experienced Account Manager for its Intermediary Partnerships team. This home-based role focuses on maintaining and expanding relationships with IFAs and paraplanners across the UK, with some travel to London and other TrinityBridge offices.

You will engage via telephone and Teams, deliver fund updates, and collaborate with internal teams to drive growth and compliance. The role requires a strong track record in asset/wealth management and excellent

Qualifications

• At least five years’ experience in a similar capacity within an Asset Management business, Wealth Management business or financial institution.
• Proven account management track record, ideally within IFA distribution.
• Excellent telephone manner, communication, and virtual presentation skills.
• Highly organised and self-motivated, with a proven ability to manage competing priorities and deliver results with minimal supervision whilst working remotely.
• Outstanding attention to detail
• A team player
• Resilient and accountable, with a willingness to take ownership of issues and demonstrate persistence in achieving outcomes
• Commercial awareness, business initiative and emotional intelligence
• Strong communication skills, verbal and written
• Able to work under pressure at times, with a positive "can-do" attitude
• Strong understanding of the UK retail investment market and IFA buying process
• Proficient MS Word and Excel skills

Responsibilities

• Maintain trusted IFA relationships through proactive engagement, clear communication, and consistent service delivery, acting as the primary point of contact for fund-related queries and support
• Conduct regular outbound calls and Teams meetings with IFAs and Paraplanners to promote the fund range, share updates, and build long-term relationships
• Deliver virtual fund presentations, webinars, and product updates to IFAs and other Financial Services firms
• Proactively identify and develop new business opportunities within existing and prospective IFAs and Financial Services firms
• Provide IFAs and Paraplanners with fund performance data, market commentary, and technical/product support
• Work closely with the Investment Specialist Team to ensure coordinated approach to supporting accounts
• Work closely with the Marketing team to plan digital campaigns, webinars, and email communications targeted at the IFA channel
• Collaborate closely with the Account Director to ensure a joined-up coverage approach for shared accounts
• Remain up-to-date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution
• Maintain knowledge of current regulatory practice

Skills

Account management

IFA distribution

Communication

Organization

Attention to detail

Team player

Resilience

Commercial awareness

Verbal and written communication

Pressure management

UK retail investment market

MS Word & Excel

Job description

TrinityBridge Limited is seeking an experienced Account Manager for its Intermediary Partnerships team. This home-based role focuses on maintaining and expanding relationships with IFAs and paraplanners across the UK, with some travel to London and other TrinityBridge offices.

You will engage via telephone and Teams, deliver fund updates, and collaborate with internal teams to drive growth and compliance. The role requires a strong track record in asset/wealth management and excellent