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Senior Relationship Manager.

Work Type:
Our client is looking for a Senior Relationship Manager.
This vacancy would suit someone looking to build on their career in Financial Services. The ideal candidate would have experience within this sector and have the drive and ambition required to work in a professional, fast-paced environment.

This role is very demanding, the candidate would need to be comfortable taking on individual responsibility while working as part of the overall team.

Key Responsibilities

-Deal with a range of enquiries from existing clients and intermediaries

-Lead and take responsibility for security trading

-Processing Corporate actions

-Research investment products to measure suitability for trading

-Manage investment of monthly regular payments

-Assist with the conversion of prospects into fee paying clients

-Use knowledge and experience to lead colleagues with the Client Services Team

-Contribute and play a role in ongoing Business Development

-Ad hoc tasks to support Directors

-Production of portfolio recommendations and additional reports

-Provide admin support to Directors where required


Experience and understanding in Financial Services, specifically to pensions and investments. Minimum 5 years industry experience.

Previous experience as an IFA, paraplanner or similar.

Worked in a sales environment in a client facing role.

Knowledge of funds and trading process.

If you have these skills get in contact now!
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