Relationship Manager

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Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners

Job Description

The primary objective of the role is to pro-actively work with the London and South IFA Business Development Team to follow up events, generate leads and serve as an additional point of contact in supporting IFAs. To be an integral part of the team and be able to promote the Evelyn Partners investment proposition.

The successful candidate will drive initial contact with new advisers and develop new business opportunities.

Job Responsibilities

• Handling calls for new business leads
• Developing strategies to maximise opportunities (i.e. combine calls, LinkedIn, central communication and personalised emails)
• Arranging meetings and introductions for the Business Development Team
• Managing IFA database
• Liaising and engaging with Business Development team and potential new clients
• Achieving pre agreed targets
• To offer support with regional events
• On occasion, and when required to travel and attend presentations

Qualifications

The successful candidate will have the following

• Previous experience working within financial services, would be desirable
• Previously worked within a Relationship Management/ Sales/ Business Development environment
• Confidence to pursue leads and overcome objections
• Strong communication skills: Excellent call handling, listening, and influencing
• Able to thrive in, and contribute to a hardworking and dynamic team
• Demonstrates strong planning and organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.