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- Tasks: Manage client relationships and coordinate financial planning processes with a friendly approach.
- Company: Join Hartsfield, an award-winning financial planning firm with a collaborative culture.
- Benefits: Competitive salary, bonus potential, 33 days holiday, and flexible working arrangements.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: Strong communication skills, attention to detail, and a passion for helping others.
- Other info: Enjoy professional development support and a dynamic work environment.
The predicted salary is between 28000 - 35000 £ per year.
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.
£32,500-£37,500, 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).
Death in service
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.
If you are looking for a Relationship Manager role in Wiltshire and think you would be a good fit for the Hartsfield team, we would love to speak with you! Please complete the contact form and submit a copy of your CV along with a covering letter; we look forward to hearing from you.
Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.
Bristol Office
The Coach House
Box House
Bath Road
Box
Wiltshire
SN13 8AA
Relationship Manager - Wiltshire in London 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 London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend local events, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Practice makes perfect! Before any interview, do a mock session with a friend or family member. This will help you get comfortable with your answers and boost your confidence. Remember, we want you to shine!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you on their radar and shows that you’re genuinely interested in joining the team at Hartsfield.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re keen on being part of the Hartsfield family. Let’s make it happen!
We think you need these skills to ace Relationship Manager - Wiltshire in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Relationship Manager role. Highlight your project management experience and client interaction skills, as these are key to what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can make a difference in our clients' lives. Keep it professional yet approachable, just like we do at Hartsfield.
Showcase Your People Skills: As a Relationship Manager, being a people person is crucial. In your application, share examples of how you've successfully managed client relationships or resolved issues. We want to see your personality come through!
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 don’t miss out on any important updates from our team. We can’t wait to hear from you!
How to prepare for a job interview at Hartsfield Financial Services Limited
✨Know Your Stuff
Before the interview, make sure you understand Hartsfield's values and the role of a Relationship Manager. Familiarise yourself with their 3C principle and think about how your experience aligns with their focus on client success and colleague well-being.
✨Showcase Your People Skills
As a Relationship Manager, you'll be the first point of contact for clients. Prepare examples that demonstrate your ability to build relationships and communicate effectively. Think about times when you've successfully managed client expectations or resolved issues.
✨Be Ready to Multi-task
The role requires juggling multiple tasks, so be prepared to discuss how you prioritise and manage your time. Bring up specific instances where you’ve successfully handled competing demands while maintaining attention to detail.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. This shows your interest in the role and the company. You might ask about the team dynamics in the Pods or how Hartsfield supports professional growth for its employees.
