Senior Relationship Support Assistant

Royal London; City of Edinburgh; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading financial services organization is seeking a Senior Relationship Support Assistant in Edinburgh. The role involves strengthening relationships in the UK financial advice market and maximizing customer satisfaction through effective communication and support. Candidates should have experience in sales support with a strong understanding of financial services. The position offers a hybrid working model and various employee benefits including annual leave and pensions.

Benefits

28 days annual leave

Up to 14% employer matching pension scheme

Private medical insurance

Qualifications

• Experience in a Sales Support/Relationship Consultant role in Financial Services.
• Ability to spot sales opportunities.
• Understanding of the competitive landscape in which the company operates.

Responsibilities

• Deal with adviser system technical queries competently.
• Complete Group Pension submissions.
• Train advisers in producing illustrations and using the Online Service platform.
• Own and resolve complaints.
• Maximize CRM functionality as a subject matter expert for the sales team.

Skills

Customer focus

Strong communication skills

Time management

Organizational abilities

Sales support experience

Job description

Senior Relationship Support Assistant

Job Title: Senior Relationship Support Assistant

Contract Type: Permanent

Location: Edinburgh

Working style: Hybrid 50% home/office based

We are looking for a Senior Relationship Support Assistant. You will protect and develop Royal London’s mutually valued relationships in the UK financial advice market. Delivering sustainable growth through the distribution of our worksplace propositions. With a strong customer focus, we will extend our reach into all channels and platforms through which consumers access long term savings and protection products contributing to Distribution team targets.

About the role

• Competently deal with adviser system technical queries
• Completing Group Pension submissions
• Training for self‑serve advisers in producing illustrations and locating information on our Online Service platform
• Take ownership of complaints
• Maximise CRM functionality by being the SME for the sales team you support

About you

• Understanding of the competitive landscape in which Royal London operates
• Experience within a Sales Support/ Relationship Consultant role with a demonstratable and successful track record in Financial Services.
• Ability to translate Sales MI into meaningful data for the adviser
• Ability to spot sales opportunities
• Strong written and verbal communication skills to effectively interact with customers and stakeholders through different channels
• Strong time management and organisational abilities, with the capacity to prioritise and multitask effectively

About Royal London

We’re the UK’s largest mutual life, pensions and investment company, offering protection, long‑term savings and asset management products and services.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We’ve always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits

Inclusion, diversity and belonging

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Administrative

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