Relationship Manager – Bristol – £45,000 to £54,000

Job title: relationship manager

Industry: Investment management

Location: Bristol

Salary: £45,000 – £54,000

Position reference: 7154

Job description:

Recruit UK is working on a great opportunity for a relationship manager in Bristol to join an award-winning investment firm.

This company has really developed a fantastic platform to provide its clients with access to the best solutions for their clients. Due to their continued success, they are looking for a Relationship Manager to join the team to support the training, ongoing service and further development requirements of these key accounts.

Tasks will include, but not be limited to:

  • Build and maintain relationships with fund managers and transfer agencies.
  • Set up and manage contracts to ensure they are able to negotiate appropriately.
  • Provide and receive MI, as needed.
  • Ensure that existing and new DFMs/IMs have received appropriate training.
  • Manage and support the implementation of new systems.
  • Regular reviews with DFMs, monitoring and reporting SLAs, query resolutions and ongoing reviews of operational services.
  • Collaborate with key stakeholders from different departments.


Generous and negotiable salary

Hybrid office/workplace

Benefits including, 25 days vacation + BH, 10% pension, PMI, DIS, IP and bonus

Exam assistance if you want to obtain industry relevant qualifications

· Award-winning practice with a fantastic collaborative culture

Skills and experience required:

  • Financial experience with UK platforms
  • Understanding of fund managers and transfer agencies
  • Strong relationship building skills
  • Understanding of ISA/SIPP/offshore requirements
  • Knowledge of FCA regulations

About Recruit UK:

As financial services recruitment specialists, we bring unique expertise, knowledge and connections, whether you’re looking for a new job or trying to fill a position. We have a reach of over 100,000 financial services connections. Currently, Recruit UK is delighted to work with a Bristol-based investment firm in a relationship management role.

Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • Start every journey with a conversation to find out more about you.
  • Provide honest feedback about your place in the job market.
  • Use our network across the financial world to match you with your ideal role. Or if we think you already have it, we’ll tell you.
  • Take a holistic approach to mindfulness – professional happiness is rarely about money.
  • Cover the whole of the UK with a local touch thanks to our regional teams.
  • Never harass yourself.

• Please mention Financial Planning Today Jobs when applying •