Relationship-Focused Account Manager, Hampshire

Drive adviser engagement and business growth as a Relationship-Focused Account Manager in a hybrid role. Join a thriving financial planning firm with flexible working options.

This permanent position in Winchester, Hampshire, is ideal for someone experienced in Financial Planning or Wealth Management. You will support advisers and partner firms, delivering significant training and facilitating business growth initiatives. Your analytical skills will help identify commercial opportunities while fostering strong relationships across the network.

Key Responsibilities:
• Build and maintain relationships with advisers and firms
• Identify and implement business growth strategies
• Assist in onboarding new advisers and supporting firms
• Organize training sessions and deliver webinars
• Work with leadership on recruitment initiatives

Requirements:
• Experience within Financial Planning or IFA settings
• Deep und...