Relationship Manager Financial Services London (Hybrid) Salary - £70,000 - £80,000 (DOE) + bonus + benefits A fast growing financial services network is looking for a dynamic Relationship Manager to guide partner firms through onboarding and early stage integration. You'll be the key point of contact from the moment a firm joins; ensuring a smooth transition, resolving issues quickly, and building strong, trusted relationships that set them up for long-term success. You'll manage the partner pipeline, keep firms engaged and informed, handle relationship reviews, spot risks early, and coordinate with internal teams to keep everything moving. The role also supports growth activity, contributes insight to leadership, helps shape network communications and events, and uses technology and AI tools to enhance relationship management. We are looking for someone with the below: A confident communicator - someone with gravitas Experience in relationship management or business development within UK financial services Confident engaging firm principals, advisers, and senior stakeholders Strong commercial awareness with the ability to assess fit and spot growth opportunities Highly organised, structured, and delivery focused Tech-savvy and comfortable using digital tools to enhance relationship activity Excellent at building rapport and maintaining trusted, long-term relationships If you thrive in a people focused role where every day is different and you enjoy helping firms succeed, this is a standout opportunity.
Jul 04, 2026
Full time
Relationship Manager Financial Services London (Hybrid) Salary - £70,000 - £80,000 (DOE) + bonus + benefits A fast growing financial services network is looking for a dynamic Relationship Manager to guide partner firms through onboarding and early stage integration. You'll be the key point of contact from the moment a firm joins; ensuring a smooth transition, resolving issues quickly, and building strong, trusted relationships that set them up for long-term success. You'll manage the partner pipeline, keep firms engaged and informed, handle relationship reviews, spot risks early, and coordinate with internal teams to keep everything moving. The role also supports growth activity, contributes insight to leadership, helps shape network communications and events, and uses technology and AI tools to enhance relationship management. We are looking for someone with the below: A confident communicator - someone with gravitas Experience in relationship management or business development within UK financial services Confident engaging firm principals, advisers, and senior stakeholders Strong commercial awareness with the ability to assess fit and spot growth opportunities Highly organised, structured, and delivery focused Tech-savvy and comfortable using digital tools to enhance relationship activity Excellent at building rapport and maintaining trusted, long-term relationships If you thrive in a people focused role where every day is different and you enjoy helping firms succeed, this is a standout opportunity.
Were hiring: Platform Data Specialist Bristol Are you a detail-driven data expert with a passion for financial services? Were looking for a Platform Data Specialist to join a fast-growing wealth management business. This is a high-impact role where youll combine data analysis with platform expertise to deliver on major projects such as asset migrations, M&A activity, due diligence, and regulatory ana click apply for full job details
Oct 08, 2025
Full time
Were hiring: Platform Data Specialist Bristol Are you a detail-driven data expert with a passion for financial services? Were looking for a Platform Data Specialist to join a fast-growing wealth management business. This is a high-impact role where youll combine data analysis with platform expertise to deliver on major projects such as asset migrations, M&A activity, due diligence, and regulatory ana click apply for full job details
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
Oct 06, 2025
Full time
Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.
