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- Tasks: Nurture relationships with financial advisers and drive revenue growth through client engagement.
- Company: Join Fundment, a fast-growing wealth infrastructure company transforming the platform experience.
- Benefits: Enjoy 28 days annual leave, private healthcare, and a supportive work environment.
- Why this job: Make a real impact in a flexible, innovative team that values collaboration and trust.
- Qualifications: 5+ years in relationship management with strong interpersonal skills and technical ability.
- Other info: Opportunities for international travel and professional development in a dynamic industry.
The predicted salary is between 36000 - 60000 £ per year.
The CompanyFundment is a fast-growing wealth infrastructure company embarking on an exciting growth phase, looking to hire a highly personable Relationship Manager based in the South West of England, to join our outstanding Distribution Team. This position will report into our Head of Relationship Management and will require travel to clients in and around the South West, with monthly visits to the London office.
Fundment is transforming the platform experience for advice firms and their clients. Our technology delivers efficiencies through market leading workflows for account opening, integrations with other tools and software systems, and by meeting adviser and client needs via a toolkit offering streamlined transfers, advisory portfolio management tools, a wide range of MPSs, custom indexing technology, and all the in-house wrappers they expect. Free from decades of outdated technology, inefficiencies and high costs, Fundment gives advisers and their clients a simple, modern, platform experience.
Purpose of the role: To nurture long-term relationships with Financial Advisers. This role requires excellent proven relationship management skills, ideally able to demonstrate strong existing adviser relationships and capable of driving revenue growth by facilitating the transfer of assets under management to the Fundment platform, while ensuring client satisfaction and engagement.
Key Responsibilities:
- Act as the primary point of contact for existing clients, ensuring a high level of engagement and satisfaction.
- Develop and maintain strong, long-term relationships with key stakeholders, including financial advisors and wealth managers.
- Regularly meet with advisers to assess their needs, address concerns, and demonstrate capabilities and new features of the Fundment platform to maximise usage.
- Work closely with internal teams, including transfers and support, engineering and product specialists, to develop and deliver tailored solutions.
- Invite clients to Fundment events, attend industry networking events, breakfasts, evening dinners and awards ceremonies to strengthen relationships.
Person Specification/Requirements:
- Proven experience (5+ years) in relationship management within platform investment management, wealth management, or financial services sector.
- Solid knowledge of tax wrappers and investment products.
- Exceptional interpersonal and communication skills with the ability to influence and build rapport.
- Strong technical ability, able to learn new technologies and demonstrate software.
- Proficiency in CRM software.
Why join us? Be part of our flexible and supportive work environment, where our innovative team value collaboration and trust. Make an impact and challenge yourself to continually improve, raise standards and see how your work contributes to our future goals. Generous 28 days annual leave plus bank holidays, enhanced maternity/paternity/adoption leave, 6% employer contribution, private healthcare, Medicash Cash Plan, international travel insurance, life assurance, employee assistance programme, counselling & coaching.
We are happy to consider any reasonable adjustments that applicants may need during the recruitment process. We will evaluate applications within 2 weeks, video interviews will be followed by in person final interviews in London.
Fundment Values: Innovative, Flexible, Supportive, Collaborative, Trustworthy.
Relationship Manager in Taunton employer: Fundment
Contact Detail:
Fundment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager in Taunton
✨Tip Number 1
Network like a pro! Attend industry events, breakfasts, and dinners to meet potential clients and build those all-important relationships. Remember, it’s not just about what you know, but who you know!
✨Tip Number 2
Show off your tech skills! Familiarise yourself with the Fundment platform and be ready to demonstrate its features. The more you know, the better you can engage with advisers and show them how we can make their lives easier.
✨Tip Number 3
Follow up after meetings! A quick email or call to check in shows you care about their needs and keeps the conversation going. It’s all about nurturing those long-term relationships, so don’t let them fizzle out.
✨Tip Number 4
Apply through our website! It’s the best way to get noticed and shows you’re serious about joining our innovative team. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Relationship Manager in Taunton
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to share your passion for relationship management and how you connect with clients.
Tailor Your Application: Make sure to customise your application for the Relationship Manager role. Highlight your experience in financial services and any existing relationships you have with advisers. This will show us that you understand what we’re looking for!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Remember, less is often more!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Fundment!
How to prepare for a job interview at Fundment
✨Know Your Stuff
Make sure you have a solid understanding of Fundment's platform and the financial services sector. Brush up on your knowledge of tax wrappers, investment products, and the specific needs of financial advisers. This will help you demonstrate your expertise and show that you're genuinely interested in the role.
✨Build Rapport
Since this role is all about relationship management, practice your interpersonal skills before the interview. Think of ways to connect with the interviewer, perhaps by discussing shared interests or experiences in the industry. Being personable can set you apart from other candidates.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. This shows your enthusiasm for the role and helps you understand how you can contribute to Fundment's goals. Ask about their approach to client engagement or how they measure success in relationship management.
✨Showcase Your Experience
Be ready to share specific examples from your past experience that highlight your relationship management skills. Discuss how you've successfully nurtured client relationships and driven revenue growth. Use metrics or outcomes to illustrate your impact, as this will resonate well with the interviewers.
