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- Tasks: Manage and nurture client relationships while ensuring exceptional service throughout their journey.
- Company: Attivo is a privately owned Lifestyle Financial Planning company focused on client satisfaction and transparency.
- Benefits: Enjoy a competitive salary, flexible working options, generous holiday allowance, and a non-contributory pension scheme.
- Why this job: Join a supportive team that values your growth and offers a unique approach to financial planning.
- Qualifications: 2+ years in client relationship management within financial services; CII Level 4 Diploma interest preferred.
- Other info: Hybrid role based in Cheltenham or Oxford; travel to other locations may be required.
The predicted salary is between 28000 - 42000 £ per year.
Relationship Manager – Hybrid – Based in the Cheltenham or Oxford area.
About Attivo:
Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It 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 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 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 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 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.
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 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.
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.
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 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 - Financial Services employer: Attivo Group
Contact Detail:
Attivo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - Financial Services
✨Tip Number 1
Familiarize yourself with Attivo's unique approach to financial planning. Understanding their commitment to transparency and client satisfaction will help you align your communication style with their values during the interview.
✨Tip Number 2
Network with current or former employees of Attivo, if possible. They can provide insights into the company culture and expectations, which can be invaluable in tailoring your approach to the role.
✨Tip Number 3
Prepare specific examples from your past experience that demonstrate your ability to build and maintain client relationships. Highlight instances where you provided exceptional service, as this is crucial for the Relationship Manager role.
✨Tip Number 4
Stay updated on the latest trends in financial services and wealth management. Being knowledgeable about industry developments will show your commitment to the field and enhance your credibility during discussions with potential clients.
We think you need these skills to ace Relationship Manager - Financial Services
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, client satisfaction, and exceptional service.
Tailor Your CV: Make sure your CV reflects your experience in managing client relationships within the financial services sector. Emphasize any relevant achievements or projects that demonstrate your ability to enhance client engagement and satisfaction.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss your proactive approach to client management and provide examples of how you've successfully built and maintained client relationships in the past.
Showcase Relevant Skills: Highlight your excellent communication, interpersonal, and organizational skills in your application. Mention your attention to detail and ability to work under pressure, as these are crucial for the Relationship Manager role.
How to prepare for a job interview at Attivo Group
✨Show Your Client-Centric Approach
Make sure to highlight your commitment to client satisfaction during the interview. Share specific examples of how you've built and maintained strong relationships with clients in the past, emphasizing your proactive approach and dedication to providing exceptional service.
✨Demonstrate Your Knowledge of Financial Services
Familiarize yourself with Attivo's range of products and services. Be prepared to discuss how these offerings can meet client needs and how you can effectively communicate their benefits to prospective clients.
✨Highlight Your Communication Skills
Since this role requires excellent interpersonal skills, practice articulating your thoughts clearly and confidently. Use examples from your previous experience to demonstrate how you've successfully engaged with clients and resolved their queries.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client interactions. Prepare scenarios where you had to manage difficult situations or integrate new clients, showcasing your ability to ensure a seamless client experience.
