Relationship Manager - Financial Services

Relationship Manager Hybrid Based in the Cheltenham or Oxford area.

About Attivo:

Attivo are Lifestyle Financial Planners.

Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about ourclients. We pride ourselves on being completely transparent open and honest an approach that builds trust with our clients and inspires their financial confidence.

Our experienced highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.

Whether youre a private client ora business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams.

About the role:

As a Relationship Manager you will be responsible for managing client relationships. You will ensure that you are engaging building and maintaining relationships with prospective and existing clients enhancing the visibility of Attivos comprehensive range of products and services.

You will work closely with our Financial Planners and act as the main contact for integrating new clients onboarding clients and ensuring enquiries and requests are managed efficiently.

You will ensure clients have an excellent experience throughout their client journey ensuring every client feels like our only client.

The role is hybridbased and will involve some travel to other Attivo office locations and events to support the Financial Planners and clients.

About you:

You are a proactive individual with experience managing and developing client relationships within the financial services sector or wealth management.

Your excellent communication and interpersonal skills allow you to nurture client relationships. Your commitment to providing exceptional service supports building relationships with clients and ensuring all clients receive the high standard of service expected.

You are diligent in documenting all client interactions accurately and maintaining adherence to GDPR regulations.

You take ownership of the client engagement cycle ensuring a seamless and positive experience for every client. Your role is integral to upholding the high standards of service and client satisfaction.

You are working towards your CII Level 4 Diploma or have a keen interest in completing the Diploma.

Our Head Office is based in Cheltenham. This role could be suitable for candidates in the surrounding areas including Gloucester Oxford Bristol Swindon Reading and Worcester.

Key Responsibilities include:

• Ability to support advice queries generated for the business including direct enquiries employee referrals Introducer referrals and referrals from marketing campaigns.
• Support with the integration of acquired clients delivering excellent service at all times and able to articulate confidently the Attivo service.
• Building existing and prospective client relationships.
• Coordinating relationships between clients and Financial Planners with careful consideration of ranging factors.
• Support with the departed client process including client retention.
• Arranging and attending client networking events to help develop the organic growth of our client bank.
• Managing a pipeline of clients ensuring actions are followed up and outcomes are recorded accurately.
• Supporting the Client Engagement Manager with adhoc tasks.
• Working closely with team members and the Financial Planning team.
  
• Raising awareness of Attivos products and services.
• Managing queries in an efficient and timely manner.
• Delivering excellent service at all times.

Essential skills and experience

• Experience building client relationships.
• At least 2 years experience in a similar role within financial planning or wealth management sector.
• Excellent interpersonal listening numerical and IT skills.
• Ability to work on own initiative and independently.
• Professional ethical and discreet.
• Ability to develop and maintain ongoing client relationships
• Strong accuracy and attention to detail skills
• Ability to work well under pressure whilst maintaining excellent attention to detail.
• Full driving licence.
• Minimum 5 GCSEs graded AB 6 or equivalent including Maths and English.

Desirable skills and experience

• Educated to degree level preferably in Economics Maths Accountancy and Finance or Business Management.
• Experience working within a sales environment.
• Relevant qualifications in the financial planning sector or a keen interest in completing the CII Level 4 Diploma.

Salary and benefits

up to 35000 depending on experience.

Attivo also offers:

• Noncontributory Pension Scheme

• Private Medical Insurance
• Cashplan
• Income Protection
• Critical Illness
• Death in Service
  
• Parking allowance
• Generous holiday allowance rising with length of service
• Work from home and flexible working available
  
• Excellent culture promoting employee wellbeing and engagement.

Recruitment Policy

Attivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process please let us know and we will endeavour to make the process as accessible and as fair as possible.
Please be aware that any offer of employment will be subject to satisfactory completion of preemployment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history criminal records UK directorship and disqualifications check.
Attivo do not use recruitment agencies and we respectfully ask that agencies do not contact us in regard to posts advertised on this site.


Please visit our website to view our full privacy policy for prospective employees.

Required Experience:

Manager