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For Companies At a Glance
- Tasks: Build and manage relationships with key partners in Equity Release and Later Life Lending.
- Company: Join Advise Wise, a leader in financial services with a focus on collaboration.
- Benefits: Flexible hours, competitive salary, and opportunities for professional growth.
- Other info: Dynamic role with opportunities for travel and networking at industry events.
- Why this job: Make a real impact by enhancing partner experiences and driving business success.
- Qualifications: Strong communication skills and experience in relationship management preferred.
The predicted salary is between 30000 - 40000 £ per year.
Thorpe Park, Leeds 15 (some travel to partner meetings and events). Hours of Work: 37.5 per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role.
The Role Overview
To represent Advise Wise in the market and be the main contact for key partners (lenders, solicitors and distribution firms) in Equity Release and Later Life Lending. The role builds and strengthens partner relationships, improves the results we deliver through partners, and is responsible for Mortgage Club performance. It also helps agree and prioritise improvements to the platform and adviser experience, working with Compliance, Marketing and Technology.
Key Outcomes
- Build strong relationships with lenders, solicitors and distribution partners so Advise Wise becomes their first choice.
- Improve Mortgage Club performance with clear plans, regular updates and agreed actions for each partner.
- Make the platform easier for advisers to use by managing improvements and explaining changes clearly.
- Grow the business by working closely with partners and coordinating activity with the Telephone Business Development Managers.
- Grow the business in line with rules and policies by keeping clear records of partner activity, marketing support and commercial agreements.
- Identify and champion opportunities for cross-Group collaboration that enhance engagement, increase platform adoption, and drive commercial and capital value.
Core Responsibilities
- Partner relationship management
- Onboard all new adviser firms and networks, ensuring a seamless and professional introduction to the Advise Wise platform and Mortgage Club, with a focus on clarity, value, and adviser experience.
- Build and manage key relationships with lenders, legal partners and distribution firms in Equity Release and Later Life Lending.
- Agree a plan with each partner: shared goals, how you will work together (for example, how often you meet), and what each side will deliver.
- Be the main point of contact when partners raise issues (for example, service problems, delays or stalled cases).
- Attend partner meetings and represent Advise Wise professionally.
- Partner engagement and market presence
- Manage day-to-day engagement with firms and key adviser contacts to drive platform adoption, satisfaction, and commercial performance, with a digital-first approach to support and communications.
- Lead external activity such as conferences, lender events, roundtables, webinars and adviser events.
- Maintain a visible, professional presence that reflects Advise Wise’s brand and values.
- Work with Marketing and Compliance to make sure partner communications are clear, consistent and compliant.
- Collect and summarise market insight (competitor activity, partner feedback and adviser needs) to help shape our plans.
- Support the Group CCO in delivering the broader strategic plan, including preparation for firm/lender/network reviews, commercial negotiations, and board reporting.
- Mortgage Club performance ownership
- Track Mortgage Club performance using measures such as cases in progress, applications, completions (by partner and overall), partner mix, service levels (for example, agreed turnaround times) and conversion.
- Run monthly performance reviews with key partners and internal teams.
- Spot what is holding back performance and help fix it (for example, process delays, missing data or poor handovers between teams).
- Keep clear records for each partner, including actions, issues/risks and progress against the plan.
- Track team performance and firm engagement metrics, ensuring data accuracy and CRM discipline to enable better decisions, automation, and strategic insight.
- Lead improvements to the platform so it is easier for advisers to use and helps the business run smoothly.
- Turn partner and adviser feedback into clear change requests: what needs to change, why it matters, what to do first, what it depends on, and how we will measure success.
- Work with Technology and Product teams to plan and deliver changes, and help communicate updates to partners and advisers.
- Set up testing and feedback with selected advisers and partners to check changes work well before a full release.
- Escalate any platform issues or sourcing errors promptly to the relevant Group services to ensure quick resolution, customer protection, and to ensure sourcing accuracy.
- Coordination with Telephone BDMs (team-based execution)
- Coordinate in-person and phone activity so campaigns, partner priorities and product updates are delivered consistently.
- Share clear priorities with the Telephone Business Development Managers, including which firms and lenders to focus on and why.
- Turn opportunities into practical plans (who to contact, what to discuss and what outcome we want) and track results.
- Help the team stay aligned so messages to partners are consistent and support business goals.
- Working with Compliance, Marketing and Technology
- Compliance: make sure partner agreements and promotional activity are checked, recorded properly and support good customer outcomes.
- Marketing: work together on partner campaigns, content, events and product communications.
- Technology: agree priorities, make sure partner needs are understood, and set clear expectations on timing and outcomes.
The Person Overview
- Confident externally: comfortable being visible in the market and representing the business.
- Organised and disciplined: follows through and turns meetings into actions and results.
- Practical and resilient: handles escalations and complex partner situations calmly.
- Focused on customer outcomes: naturally prioritises adviser experience and good end-customer results.
- Collaborative: able to coordinate across teams without needing formal authority.
Skills
- Able to produce partner plans, updates and briefing notes.
- Clear, professional tone for external audiences — confident but collaborative.
Relationship Manager employer: Pure Retirement Ltd
Contact Detail:
Pure Retirement Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Relationship Manager
✨Tip Number 1
Networking is key! Get out there and attend industry events, conferences, and webinars. This is your chance to meet potential partners and showcase your skills in person.
✨Tip Number 2
Follow up after meetings! A quick email or message thanking them for their time can go a long way. It shows you're keen and helps keep you on their radar.
✨Tip Number 3
Be proactive in seeking feedback. Ask partners what they need and how you can help. This not only builds relationships but also positions you as a valuable resource.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Advise Wise.
We think you need these skills to ace Relationship Manager
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Relationship Manager role. Highlight your experience in building partner relationships and any relevant achievements that align with what we’re looking for at Advise Wise.
Showcase Your Communication Skills: Since this role involves a lot of interaction with partners, it’s crucial to demonstrate your communication skills. Use clear and professional language in your application to reflect how you would engage with our partners.
Highlight Your Organisational Skills: We need someone who is organised and disciplined. In your application, mention specific examples of how you've managed multiple tasks or projects effectively, especially in a fast-paced environment.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to see what you bring to the table!
How to prepare for a job interview at Pure Retirement Ltd
✨Know Your Partners
Before the interview, research the key partners you'll be working with, such as lenders and solicitors. Understand their business models and how they operate in the Equity Release and Later Life Lending sectors. This knowledge will help you demonstrate your ability to build strong relationships and show that you're genuinely interested in their success.
✨Showcase Your Communication Skills
As a Relationship Manager, clear communication is crucial. Prepare examples of how you've effectively communicated with partners or clients in the past. Be ready to discuss how you would manage partner expectations and resolve issues, showcasing your ability to maintain a professional tone while being collaborative.
✨Demonstrate Organisational Skills
Highlight your organisational abilities by discussing how you track performance metrics and manage multiple partner relationships. Bring examples of how you've turned meetings into actionable plans and results. This will show that you can handle the responsibilities of the role and keep everything running smoothly.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and resilience. Think about past experiences where you had to handle escalations or complex situations with partners. Prepare to explain your thought process and the outcomes, demonstrating your focus on customer satisfaction and adviser experience.