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- Tasks: Manage client relationships and ensure an excellent experience throughout their journey.
- Company: Attivo is a privately owned Lifestyle Financial Planning company focused on client trust and transparency.
- Benefits: Enjoy a salary up to £35,000, flexible working, generous holidays, and a non-contributory pension scheme.
- Why this job: Join a supportive team that values your growth and offers a positive work culture.
- Qualifications: 2+ years in financial services, strong communication skills, and a commitment to client satisfaction.
- Other info: Hybrid role with travel to support clients and Financial Planners.
The predicted salary is between 28000 - 42000 £ per year.
This job is brought to you by Jobs/Redefined, the UK’s leading over-50s age inclusive jobs board.
Relationship Manager – Hybrid – Based in the Cheltenham or Oxford area.
About Attivo:
Attivo are Lifestyle Financial Planners. We’re a privately owned company, which means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. 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 motivations sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilling our clients’ lifestyle needs.
Whether you’re a private client or a business accessing our corporate services, you can rely on a clear, consistent service from your Financial Planner and 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 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.
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, 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.
Key Responsibilities include:
- 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.
- Build existing and prospective client relationships.
- Coordinate relationships between clients and Financial Planners, with careful consideration of various factors.
- Support with the departed client process, including client retention.
- Arrange and attend client networking events to help develop the organic growth of our client bank.
- Manage a pipeline of clients, ensuring actions are followed up and outcomes are recorded accurately.
- Support the Client Engagement Manager with ad-hoc tasks.
- Work closely with team members and the Financial Planning team.
- Raise awareness of Attivo’s products and services.
- Manage queries in an efficient and timely manner.
- Deliver excellent service at all times.
Essential skills and experience:
- Experience building client relationships.
- At least 2 years’ experience in a similar role within the financial planning or wealth management sector.
- Excellent interpersonal, listening, numerical, and IT skills.
- Ability to work on your 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 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.
Salary and benefits:
up to £35,000 depending on experience. Attivo also offers:
- Non-contributory 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 pre-employment vetting as outlined by the Financial Conduct Authority (FCA). This may include but is 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.
Privacy Policy: Please visit our website to view our full privacy policy for prospective employees.
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Relationship Manager - Cheltenham/Oxford Area employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - Cheltenham/Oxford Area
✨Tip Number 1
Familiarize yourself with Attivo's values and approach to client relationships. Understanding their commitment to transparency and exceptional service will help you align your responses during interviews and demonstrate that you're a good fit for their culture.
✨Tip Number 2
Network within the financial services sector, especially in the Cheltenham and Oxford areas. Attend local events or join relevant online groups to connect with potential clients and industry professionals who can provide insights into the role and company.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your proactive approach and any strategies you've used to enhance client satisfaction, as this aligns closely with the responsibilities of the Relationship Manager role.
✨Tip Number 4
Stay updated on the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and client needs will not only impress during interviews but also show your commitment to providing exceptional service.
We think you need these skills to ace Relationship Manager - Cheltenham/Oxford Area
Some tips for your application 🫡
Understand the Company Culture: Before applying, take some time to understand Attivo's values and culture. Highlight in your application how your personal values align with their commitment to transparency, honesty, and exceptional client service.
Tailor Your CV: Make sure your CV reflects your experience in managing client relationships within the financial services sector. Use specific examples that demonstrate your ability to nurture and maintain client relationships effectively.
Craft a Compelling Cover Letter: In your cover letter, emphasize your proactive approach and excellent communication skills. Discuss how you can contribute to enhancing client experiences and supporting Financial Planners at Attivo.
Highlight Relevant Experience: Clearly outline your relevant experience, especially any roles where you've built client relationships or worked in wealth management. Mention any qualifications or interest in pursuing the CII Level 4 Diploma to show your commitment to professional development.
How to prepare for a job interview at Attivo Group
✨Showcase Your Relationship-Building Skills
Since the role focuses on managing client relationships, be prepared to share specific examples of how you've successfully built and maintained relationships in your previous roles. Highlight your interpersonal skills and how they contributed to client satisfaction.
✨Demonstrate Your Knowledge of Financial Services
Familiarize yourself with Attivo's services and the financial planning sector. Be ready to discuss how your experience aligns with their approach to client service and transparency. This shows your genuine interest in the company and its values.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client inquiries or issues. Think of scenarios where you had to manage a difficult client situation or integrate new clients effectively, and explain your thought process.
✨Emphasize Your Attention to Detail
Given the importance of accuracy in documenting client interactions and adhering to GDPR regulations, be sure to highlight your attention to detail. Provide examples of how you've ensured compliance and maintained high standards in your previous roles.
