Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client relationships and oversee the financial planning process from start to finish.
- Company: Join Hartsfield, an award-winning financial planning firm with a supportive culture.
- Benefits: Competitive salary, bonus potential, 33 days holiday, and flexible working arrangements.
- Other info: Enjoy professional development support and a collaborative team atmosphere.
- Why this job: Make a real difference in clients' lives while growing your career in a dynamic environment.
- Qualifications: Strong communication skills, attention to detail, and a passion for helping others.
The predicted salary is between 32500 - 37500 ÂŁ per year.
Be our next Relationship Manager in Wiltshire! Hartsfield is looking for a Relationship Manager to join our Wiltshire team based in Box. We have a Relationship Manager based in each of our offices (or Pods as we call them) and they are the first point of contact for our clients – project-managing the whole financial planning process. The Relationship Manager is responsible for coordinating between our clients, paraplanners and financial planners to deliver exceptional service in a professional and approachable manner.
Specific duties include:
- Project managing the end-to-end financial planning process for new and existing clients
- Acting as the first point of contact for clients regarding their general queries or updates such as address changes
- Annual review invitations
- Updates on new business progress, top-ups, withdrawals etc.
- Sending clients any reports or other documentation ahead of meetings
- Welcoming clients to office-based meetings, ensuring everything is set up and runs smoothly
- Creating, sending out and chasing Client Agreements and Invoices
- Ensuring client files are complete and chasing any outstanding information or paperwork
- Running electronic identification and address verification checks
- Requesting feedback from clients via Google, Feefo and responding on behalf of the planning team
- Onboarding clients onto our client platform (Insight) and dealing with any queries or problems
Why Hartsfield? At Hartsfield, we believe financial planning should unlock possibility, not cause anxiety. As an award-winning firm of Financial Planners, we live by our 3C principle: balancing Client success, Company growth, and Colleague well-being. Over the past two years, we’ve earned:
- Feefo Platinum Status (2025) for maintaining a 4.9/5 client satisfaction rating.
- Professional Advisers Awards Winner (2023, 2024, 2025) for Best Advisers to Work For.
- Bath Life Award (2024) “Financial Category” Winner, with further regional recognitions in 2025.
We foster a collaborative environment where your voice matters, professional growth is championed, and charitable initiatives—like our Three Peaks challenges—allow us to give back to the community.
Why you?
- You’re a people person who prefers picking up the phone to sending an email.
- You take ownership end-to-end, prioritising ruthlessly to keep delivery on track and effective.
- You want to make a difference to people’s lives and have people put their trust in you.
- You can multi-task and manage your own time effectively, balancing the commercial needs of the business alongside that of our clients.
- You have an incredible attention to detail.
- You can follow tried and tested processes when they work, but are not afraid to challenge the status quo and put forward your own ideas – because we believe there is always, always better.
ÂŁ32,500-ÂŁ37,500, depending on qualifications and experience
Bonus: After 12 months, a bonus is payable quarterly, based on outperformance against the Pod's quarterly initial fee income target.
Pension: 5% matched pension contributions.
Holiday: 33 days holiday (including bank holidays), increasing by 1 day per year for every completed year of service (up to a maximum of 5 days).
Dynamic Working: We recognise the importance of helping our Colleagues balance their work and home lives by offering flexible working arrangements that enable them to balance their work commitments with other priorities.
Study support: Full study support with professional qualifications, including all study materials provided by the company alongside paid study leave. We also make an exam mentor available to provide technical support and exam tips.
Relationship Manager - Wiltshire in Box employer: Hartsfield Financial Services Limited
Contact Detail:
Hartsfield Financial Services Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager - Wiltshire in Box
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Hartsfield. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by understanding Hartsfield's values and the role of a Relationship Manager. Think about how your skills align with their 3C principle and be ready to share examples of your past experiences.
✨Tip Number 3
Show off your people skills! During interviews, demonstrate your ability to communicate effectively and manage relationships. Remember, they want someone who can connect with clients and make them feel valued.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Hartsfield team.
We think you need these skills to ace Relationship Manager - Wiltshire in Box
Some tips for your application 🫡
Show Your People Skills: As a Relationship Manager, you'll be the first point of contact for our clients. Make sure to highlight your people skills in your application. Share examples of how you've built relationships and managed client expectations in the past.
Be Detail-Oriented: Attention to detail is key in this role. When writing your application, ensure that your documents are free from errors and clearly structured. This will show us that you can manage client files and documentation effectively.
Demonstrate Your Problem-Solving Skills: We love candidates who can think on their feet! In your application, mention instances where you've successfully resolved issues or improved processes. This will show us that you're not afraid to challenge the status quo.
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 the role. Plus, it gives you a chance to explore more about Hartsfield!
How to prepare for a job interview at Hartsfield Financial Services Limited
✨Know Your Clients
Before the interview, take some time to research Hartsfield and their approach to client relationships. Understand their 3C principle and how they prioritise client success. This will help you demonstrate your alignment with their values and show that you're genuinely interested in making a difference.
✨Showcase Your People Skills
As a Relationship Manager, being a people person is key. Prepare examples of how you've effectively communicated with clients in the past. Think about times when you've resolved issues or built strong relationships, as these stories will highlight your suitability for the role.
✨Demonstrate Attention to Detail
Given the importance of managing client files and documentation, be ready to discuss how you ensure accuracy in your work. Bring up specific processes you follow to maintain organisation and completeness, as this will reassure them of your capability to handle their clients' needs.
✨Be Ready to Challenge the Status Quo
Hartsfield values innovation and fresh ideas. Prepare to discuss any improvements you've made in previous roles or suggest ways you could enhance their current processes. This shows that you're not just a follower but someone who can contribute to their ongoing success.