At a Glance
- Tasks: Support partner firms through onboarding and build strong, trusted relationships.
- Company: Rapidly growing financial services network with a dynamic culture.
- Benefits: Competitive salary, bonus, hybrid work, and comprehensive benefits.
- Other info: Thriving environment with opportunities for personal and professional growth.
- Why this job: Make a real impact by helping firms succeed in the financial services industry.
- Qualifications: Experience in relationship management or business development within UK financial services.
The predicted salary is between 70000 - 80000 £ per year.
A rapidly growing financial services network is seeking a dynamic Relationship Manager to support partner firms through onboarding and the early stages of integration. The successful candidate will have a strong understanding of the UK financial advice process and ideally possess experience working with Independent Financial Adviser (IFA) firms.
You’ll be the key point of contact from the moment a firm joins; ensuring a smooth transition, resolving issues quickly, and building strong, trusted relationships that set them up for long‑term success. You’ll manage the partner pipeline, keep firms engaged and informed, handle relationship reviews, spot risks early, and coordinate with internal teams to keep everything moving.
The role also supports growth activity, contributes insight to leadership, helps shape network communications and events, and uses technology and AI tools to enhance relationship management.
We are looking for someone with the below:
- A confident communicator – someone with gravitas
- Experience in relationship management or business development within UK financial services
- Confident engaging firm principals, advisers, and senior stakeholders
- Strong commercial awareness with the ability to assess fit and spot growth opportunities
- Highly organised, structured, and delivery focused
- Tech‑savvy and comfortable using digital tools to enhance relationship activity
- Excellent at building rapport and maintaining trusted, long‑term relationships
If you thrive in a people focused role where every day is different and you enjoy helping firms succeed, this is a standout opportunity.
Wealth Management Relationship Manager employer: CAP Resourcing LTD
Join a rapidly growing financial services network that values dynamic professionals and fosters a collaborative work culture. With a hybrid working model based in London, we offer competitive salaries, bonuses, and comprehensive benefits, alongside ample opportunities for personal and professional growth. Our commitment to innovation and technology ensures that you will be equipped with the tools needed to excel in your role while building meaningful relationships with partner firms.
