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Relationship Manager


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Bishop’s Stortford

Salary £30000 - £45000

Recruiter Managing This Role

We are assisting an IFA company based in Bishop Stortford with a new senior position, the role is somewhat of a hybrid between a dedicated financial paraplanner and client executive. The job title is Relationship Manager/ Account Executive. This role will be varied and see you working closely with the advisers and company’s HNW clients.


  • £40,000 – £45,000, salary is negotiable
  • Fantastic new office with free parking. 
  • Private Medical Cover
  • DIS 
  • 9 – 5pm 
  • Exam cover 

What’s need to be considered for the position? 

  • Highly organised, competent relationship manager/ paraplanner with positive attitude and enthusiastic nature
  • Level 4 qualified or very close to achieving CII or CISI
  • Ideally great working knowledge of Intelligent Office (iO) and Intelliflo Planning.

If this specific Relationship Manager/ Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Paraplanner, Associate Adviser, Relationship Manager, Account Manager, Technical Support, Report Writer

Back To Relationship Manager Job Description

Application For Relationship Manager