Platform Relationship Manager (12-month FTC)

7im; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Greater London is looking for a Client Relationship Manager to manage strategic client relationships. This role involves understanding clients' business models, providing support, and ensuring excellent service delivery. The ideal candidate should have strong relationship management skills, attention to detail, and the ability to thrive in a fast-paced environment. Flexibility to travel for client meetings is required. Join this dynamic team to drive client success and contribute to service excellence.

Qualifications

• Strong relationship management skills with the ability to build trust and credibility.
• Excellent communication and presentation skills across varied audiences.
• High attention to detail and commitment to service excellence.

Responsibilities

• Act as a key relationship contact for assigned clients, ensuring consistent engagement.
• Develop a deep understanding of each client’s business model and strategic goals.
• Provide training and support to clients in person and via Microsoft Teams.

Skills

Relationship management skills

Communication and presentation skills

Attention to detail

Ability to manage priorities

Client-first mindset

Planning and time management

Job description

This role is responsible for managing and deepening relationships with a small number of strategically important clients, most of which are part of the wider 7IM group, ensuring service excellence, and supporting the delivery of their business and customer propositions.

The role reports into the Key Account Manager, who has responsibility for this important group of clients, and forms part of the broader Platform Relationship Management function.

Key Responsibilities

• Act as a key relationship contact for assigned clients, ensuring consistent, high‑quality engagement.
• Develop a deep understanding of each client’s business model, processes, and strategic goals.
• Embed platform functionality into client workflows to drive efficiency and enhance service delivery.
• Provide training and support to clients and their teams, both in‑person and via Microsoft Teams.
• Collaborate internally to effectively resolve client queries and ensure seamless service delivery.
• Maintain detailed platform knowledge and share insights with internal stakeholders.
• Capture client feedback and contribute to platform development and proposition enhancements.
• Support campaigns and events as needed.
• Ensure all client activity is accurately recorded in CRM systems.
• Uphold FCA Consumer Duty principles and 7IM’s mission and tenets in all client interactions.
• Complete compliance requirements within required timeframes.

About You

Skills & Experience

• Strong relationship management skills with the ability to build trust and credibility.
• Excellent communication and presentation skills across varied audiences.
• High attention to detail and commitment to service excellence.
• Ability to manage competing priorities and deliver outcomes in a fast‑paced environment.
• Commercial awareness and a client‑first mindset.
• Excellent planning and time management capabilities.

Knowledge

• In‑depth understanding of the UK platform market and regulatory environment.
• Familiarity with retail investments, investment management, and the advisory process.
• Strong working knowledge of digital tools used by financial advisers.
• Understanding of 7IM’s commercial objectives and strategic priorities.

Qualifications

Additional Information

• Flexibility to travel for client meetings and events.
• Willingness to adapt to evolving business needs and priorities.