Regional Account Relationship Manager – IFA Distribution (Scotland & Northern Ireland)

About This Opportunity

We are representing a confidential fintech platform in their search for a Regional Account Relationship Manager covering Scotland and Northern Ireland. This is a field-based role focused on the independent financial adviser and wealth manager channel, combining proactive business development with ongoing relationship management across your designated territory.

Based in Edinburgh, you will spend the majority of your time visiting adviser firms, attending regional industry events, and building the trusted face-to-face relationships that turn registered firms into active referral partners. This is an opportunity to take personal ownership of a geographic territory and directly influence commercial outcomes through relationship excellence.

Responsibilities

You will own engagement and referral activity across your territory of IFA firms and wealth managers, taking personal responsibility for both breadth and depth of partnerships.

• Spend substantial time in the field visiting adviser firms, attending regional industry events, and building face-to-face relationships that create consistent, long-term referral partners
• Proactively identify and approach firms not yet working with our client, introducing the proposition and developing relationships from first meeting to active referral
• Deepen engagement with registered firms that are not yet actively referring, understanding barriers and taking targeted action to unlock activity
• Grow the volume and value of referrals from existing active partners by helping them identify more clients who could benefit from the platform
• Deliver clear, confident presentations of the proposition to IFA firms individually and in group settings
• Train advisers on the referral portal and onboarding process, reducing friction and building confidence so that making referrals feels straightforward
• Keep partner firms informed of product developments and platform enhancements
• Act as a responsive point of contact for partner firms when they have questions about the platform, referral process, or features
• Capture and communicate adviser feedback about the platform, proposition, and competitive landscape back to internal teams
• Maintain a clear picture of your regional pipeline through tracking firm engagement levels, referral volumes, and conversion activity
• Report regularly on the health of your territory – what is working, where opportunities exist, and where support is needed

What We're Looking For

Field Sales and Relationship Management

• Experience in a field-based sales or relationship management role with a proven track record of building trusted commercial relationships face-to-face
• Genuine comfort being out in the field daily, covering a broad and geographically diverse territory – you are energised by travel, variety, and independence
• Personal presence and communication skills to represent the organisation confidently in front of independent financial advisers, wealth managers, and compliance officers

Financial Services Knowledge

• Solid understanding of the IFA and wealth manager market – how independent advice firms are structured, how advisers make recommendations, and how cash management fits within a client's financial plan
• Familiarity with the regulatory landscape: directly authorised firms, Appointed Representatives, and network members
• Sufficient financial literacy to have credible conversations about cash, interest rates, FSCS protection, and multi-bank diversification

Commercial Drive and Self-Direction

• Commercially motivated self-starter who takes personal ownership of regional performance and manages your own diary and territory plan
• Organised and disciplined in managing a complex regional portfolio: you plan visits, track pipeline, and follow up consistently across numerous relationships simultaneously

How We Work With You

When you apply through Get A Job.ai, one of our talent team members will review your background and conduct an initial screening conversation. If there's a strong mutual fit, we will submit your profile to our client for consideration. You will then progress through their interview process with our support at each stage.

Please note: candidates should apply exclusively through Get A Job.ai. Do not attempt to contact the client directly, as this may disqualify your application.

Pay

Compensation details will be discussed during the screening process with our recruitment team.

Equal Employment Opportunity

Get A Job.ai is committed to inclusive hiring practices. We encourage applications from candidates of all backgrounds and experiences.