Account Relationship Consultant
Core
Strengthen adviser relationships and support the delivery of growth ambitions by partnering with Intermediated Distribution teams to identify opportunities and enhance adviser engagement.
Role type
Account Relationship Consultant (Sales & Relationship Management)
Builds
Trusted partnerships with financial advisers and positive client outcomes
Domain
Financial Services / Asset Management / Insurance
Deliverable
client delivery
Required skills
Relationship building, stakeholder management, sales opportunity identification, product knowledge (Bonds, Retirement, ISAs, investments), training delivery, commercial awareness
Preferred skills
Professional qualifications (R01, R04 or equivalent), experience supporting training or onboarding
Responsibilities
Build trusted relationships with a panel of financial advisers; Identify and progress sales opportunities through adviser engagement; Provide timely support on product and pre-sales queries; Help advisers maximize digital tools and self-service journeys; Conduct quality fact-finds to uncover opportunities and generate referrals; Resolve complex adviser queries and contribute insight to business improvements