Relationship Manager

Hartsfield is looking for a Relationship Manager to join our Wiltshire team based in Box.

We have a Relationship Manager based in each of our offices (or Pods as we call them) and they are the first point of contact for our clients – project-managing the whole financial planning process. The Relationship Manager is responsible for coordinating between our clients, paraplanners and financial planners to deliver exceptional service in a professional and approachable manner.

• Project managing the end-to-end financial planning process for new and existing clients
• Acting as the first point of contact for clients regarding their:
• General queries, or updates such as address changes
• Annual review invitations
• Updates on new business progress, top-ups, withdrawals etc.
• Sending clients any reports or other documentation ahead of meetings
• Welcoming clients to office-based meetings, ensuring everything is set up and runs smoothly
• Creating, sending out and chasing Client Agreements and Invoices
• Ensuring client files are complete and chasing any outstanding information or paperwork
• Running electronic identification and address verification checks
• Requesting feedback from clients via Google, Feefo and responding on behalf of the planning team
• Onboarding clients onto our client platform (Insight) and dealing with any queries or problems

At Hartsfield, we believe financial planning should unlock possibility, not cause anxiety. As an award-winning firm of Financial Planners, we live by our 3C principle: balancing Client success, Company growth, and Colleague well-being. Over the past two years, we’ve earned:

• Feefo Platinum Status (2025) for maintaining a 4.9/5 Client satisfaction rating.
• Professional Advisers Awards Winner (2023, 2024, 2025 ) for Best Advisers to Work For.
• Bath Life Award (2024) “Financial Category” Winner, with further regional recognitions in 2025.

We foster a collaborative environment where your voice matters, professional growth is championed, and charitable initiatives—like our Three Peaks challenges—allow us to give back to the community.

• You’re a people person who prefers picking up the phone to sending an email
  
  You take ownership end-to-end, prioritising ruthlessly to keep delivery on track and effective.
• You want to make a difference to people’s lives and have people put their trust in you
• You can multi-task and manage your own time effectively. Balancing the commercial needs of the business alongside that of our clients
• You have an incredible attention to detail
• You can follow tried and tested processes when they work, but are not afraid to challenge the status quo and put forward your own ideas – because we believe there is always, always better.

£32,500-£37,500, depending on qualifications and experience

After 12 months, a bonus is payable quarterly, based on out performance against the Pod's quarterly initial fee income target.

5% matched pension contributions.

33 days holiday (including bank holidays), increasing by 1 day per year for every completed year of service (up to a maximum of 5 days).

We recognise the importance of helping our Colleagues balance their work and home lives by offering flexible working arrangements that enable them to balance their work commitments with other priorities.

Full study support with professional qualifications. Including all study materials provided by the company alongside paid study leave. We also make an exam mentor available to provide technical support and exam tips.

If you are looking for a Relationship Manager role in Wiltshire and think you would be a good fit for the Hartsfield team, we would love to speak with you!

Please complete the contact form and submit a copy of your CV along with a covering letter; we look forward to hearing from you.

Ready to take the next step towards your financial goals? Call or email your local office to book a free financial consultation. Better still, pop in and see us. And if you’re short on time, just leave us a message here and we’ll call you.

Bristol Office

The Coach House
Box House
Bath Road
Box
Wiltshire
SN13 8AA