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 GCSE’s graded A-B (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.

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 Attivo’s 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 hybrid-based and will involve some travel to other Attivo office locations and events, to support the Financial Planners and clients.

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 ad-hoc tasks.
• Working closely with team members and the Financial Planning team.
• Raising awareness of Attivo’s products and services.
• Managing queries in an efficient and timely manner.
• Delivering excellent service at all times.