About The Role

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. 

The focus is on continuing to embed the 7IM platform into each client’s operation, 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
  • Relevant financial services qualifications are advantageous.

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