Be our next Relationship Manager in Wiltshire!

Specific duties include:

• 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

Why Hartsfield?

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.

Why you?

• 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.