Relationship Manager – Introducer Accounts
Cheltenham
Full-time, Permanent
About the Opportunity
We’re recruiting on behalf of a growing financial services firm seeking a Relationship Manager to oversee and nurture relationships with their introducer accounts.
This is an excellent opportunity to play a key role in driving business growth by strengthening existing partnerships and developing new ones.
In this role, you’ll be the primary point of contact for introducers, helping them maximise their performance and ensuring they have the tools and knowledge to refer high-quality business.
Key Responsibilities
Introducer Management: Act as the primary liaison for introducers, building and maintaining strong, long-term relationships.
Business Growth: Identify opportunities to expand and optimise the introducer network.
Training & Support: Deliver training, presentations, and updates to introducers, keeping them informed of company offerings, industry changes, and best practices.
Performance Analysis: Monitor and analyse introducer performance, providing insights and recommendations for improvement.
Collaboration: Work with internal teams, including Managing Directors of Group divisions, to ensure a seamless onboarding and referral process.
Compliance & Reporting: Maintain accurate records of introducer activity using CRM tools, ensuring all partnerships comply with company policies and regulatory requirements.
What You’ll Need to Succeed
Experience: Proven background in relationship management, account management, or business development.
Industry Knowledge: Experience working with introducer networks, brokers, or affiliate partners, ideally within financial services.
Communication Skills: Excellent negotiation, interpersonal, and presentation abilities.
Analytical Skills: Ability to assess performance data and make strategic recommendations.
Tech Proficiency: Skilled in CRM software and Microsoft Office Suite (especially Excel).
Proactive Mindset: Self-motivated with the ability to manage multiple relationships and projects simultaneously. What’s on Offer?
Career Development & Benefits:
Annual bonus scheme with generous earning potential.
Referral commission for introducing friends and family.
30 days holiday plus bank holidays.
Study support with funding and time to study during the working day.
Birthday day off to celebrate.
BUPA Employee Assistance Program for health and well-being support.
Contributory pension scheme and sick pay.
Comprehensive induction and ongoing professional development opportunities. Why Apply?
If you’re passionate about building strong partnerships, driving business growth, and making a meaningful impact, we’d love to hear from you