Become part of a new team, working with an expanding and exciting brand and client support service with UK reach.


As the Truly Private Clients Relationship Manager you will be:

  • Managing and retaining relationships with our existing UK wide investment and pension clients
  • Seeking primarily to retain and build on those relationships taking over from retired Independent Financial Advisers.
  • Plan, prepare and implement strategies for success.
  • Be the first point of contact for existing clients enquiries, provide training on the best use of our investment platform, goals and values.
  • Manage new clients into regular review meetings.
  • Attend in person and virtually, UK provider events to maintain knowledge


The ideal candidate will have proven experience within B2C telephone and video conference sales/or relationship development opportunities.

Level 4 financial planning qualifications and ideally paraplanning experience.

Excellent verbal and written communication skills, be well organised with an ability to work in a diligent environment.

The candidate will be required to travel on occasion outside office hours and ideally have a financial industry background, paraplanning or financial advice.

What we can offer?

  • A competitive basic salary with a very attractive commission structure which is an extra £24,000 to £27,000 salary.
  • Supportive team office outside Carlisle with free parking.
  • Exciting potential for future growth and role development.
  • Typically a 35.25 hour week.
  • Pension and Life benefits.


To apply send us your CV and a covering letter with why you think you would be a good fit for this role to

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