Retirement Relationship Manager

  • Location:

    Edinburgh, Scotland

  • Sector:

    Financial Services

  • Job type:


  • Salary:

    £25000.00 - £28000.00 per annum + Excellent Benefits

  • Contact:

    Ben Bradley

  • Contact email:

  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Startdate:

    12/06/2019 16:44:01

Are you looking for a new opportunity within relationship management? Do you want to work for a leading EB firm? Do you have existing relationship management experience within financial services?

I am currently working with my client in Edinburgh who is on the lookout for a Retirement Relationship Manager to join their small team. On offer is an excellent salary and benefits package.

So what will your day look like?

* Deliver an effective service for all customers that are brought through to the relationship management team
* Ensure all customer leave any conversation in an informed position
* Make sense of the changing pensions environment and be able to relate changes to a customers circumstances
* Overcome objections with customers in a "Soft" manner
* Achieve contact objectives and expectations
* Identify appropriate opportunities to introduce the financial advice team
* Recognise and address any areas of customer vulnerability
* Role model the companies principles in every customer interaction you have
* Achieve and then maintain all areas of relevant professional competency including, where appropriate, formal qualifications
* Achieve call handling times appropriate for member journey and circumstances
* Carry out responsibilities in accordance with the businesses policies and procedures
* Maintain accurate MI and customer records
* Proactively assess all aspects of your working processes to identify then shout out any areas of operational risk

So what are we looking for?

* Experience within a relationship management role
* A financial services background, preferably within pensions (DB or Final salary would be highly desirable)
* Excellent communication skills with well developed "soft skills"
* The ability to identify when a customer needs additional support
* It would be advantageous to have the following qualifications but not essential:
* RO1/4 or CF1 and FA2

Whats on offer?

An excellent salary of between £25,000 and £28,000 with an extensive benefits package including a pension contribution that grows with you!

Get in touch today for more information!

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