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: Enjoy competitive salary, generous holiday, flexible working, and full study support.
- Other info: Collaborative team atmosphere with opportunities for professional growth and community involvement.
- 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 £ 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.
Bristol Office: The Coach House, Box House, Bath Road, Box, Wiltshire, SN13 8AA.
Relationship Manager - Wiltshire employer: Hartsfield Financial Services Limited
Hartsfield Financial Services Limited is an exceptional employer, offering a supportive and dynamic work environment in Wiltshire through its CREST Academy Programme. Employees benefit from comprehensive study support, a generous pension scheme, and increasing holiday benefits, all while being part of a culture that fosters professional growth and encourages ambition in the financial planning sector.
Contact Details:
Hartsfield Financial Services Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Manager - Wiltshire
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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Don’t shy away from reaching out directly to firms like Hartsfield Financial Services Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Relationship Manager - Wiltshire
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hartsfield Financial Services Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hartsfield Financial Services Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hartsfield Financial Services Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hartsfield Financial Services Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hartsfield Financial Services Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hartsfield Financial Services Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
