[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-258003-105":53,"doc-detail-258003-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","platform-relationship-manager-job-description-2020","Platform Relationship Manager - Job Description - 2020","","Platform Relationship Manager job description for supporting Wealth Managers and Advisers using the 7IM platform. The role embeds 7IM into advisory office processes, systems, and client delivery, while coordinating with Platform Service and Proposition teams and aligning with regional sales targets. Responsibilities include training, client query ownership, STP take-up, onboarding new functionality, accurate communications, FCA treating customers fairly compliance, and continuous improvements. Based in London with frequent client travel.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":16,"@type":70,"position":76},"https://docshare.wps.com/template/resumes/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/platform-relationship-manager-job-description-2020/258003/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/platform-relationship-manager-job-description-2020/258003.png","ImageObject",442,249,{"name":88,"@type":89},"Oliver","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-22","2026-09-13",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the primary purpose of the Platform Relationship Manager role?","Question",{"text":108,"@type":109},"To support Wealth Managers and Advisers using the 7IM platform by ensuring it is fully embedded into an advisory firm’s office, processes, and systems, improving efficiency and enabling client service delivery.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What responsibilities does the role include?",{"text":113,"@type":109},"The role focuses on relationship building and training, administering and growing client business with 7IM, embedding new platform functionality, owning queries to completion, gathering client feedback, and supporting regional events and campaigns.",{"name":115,"@type":106,"acceptedAnswer":116},"Where is the role based and what travel is expected?",{"text":117,"@type":109},"The role is based in the London office, with extensive travel expected for face-to-face work with clients, averaging about three days per working week spent on-site.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},258003,1790504871,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":15,"category_name":16,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},8796095461610,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Job Description  \nPlatform Relationship Manager  \nPurpose  \nTo provide support to Wealth Managers and Advisers using the 7IM platform. The overall purpose of the role is to work with our clients to ensure that the 7IM platform is fully embedded into the office, processes and systems of an advisory firm to increase the efficiency of their business and hence enable our clients to deliver their desired service and proposition to their customers.  \nThe role reports into the Platform team and must work closely with the Platform Service and Proposition team to keep informed of all platform knowledge. Simultaneously the role will work within the regional sales and relationship management team. The platform target is a subset of the regional target and hence the role holder will be required to work with their regional team to ensure that not only is the platform target met but that the entire regional target is achieved.  \nThe role involves extensive face-to-face and direct telephone contact with wealth managers and advisers plus their office staff. The role holder will take primary responsibility for the accurate administration and growth of their client’s business with 7IM.  \nThis role will be based in our London office but it is expected that a large portion of the role holder’s time will be spent face to face with our clients, usually in their offices; hence extensive travel will need to be undertaken.  \nResponsibilities  \n􀁸 Build relationships with Wealth Managers and train them to use the 7IM platform both face-to-face and on the telephone.  \n􀁸 Build an understanding of our clients business and promote additional 7IM services where appropriate.  \n􀁸 Support the Head of Platform Sales and Relationship management teams to win and embed new platform clients.  \n􀁸 Increasing the STP take up of the application process with clients.  \n􀁸 Upon delivery of new online and electronic functionality ensure the embedding and targeted usage is achieved.  \n􀁸 Receiving and ownership to completion of queries.  \n􀁸 Be the centre of platform knowledge in the regions, where required, training and support of the regional team in regards to the platform.  \n􀁸 Gather feedback from our clients for feeding back to the platform proposition and service team.  \n􀁸 Supporting of regional events and campaigns.  \n􀁸 Updating Wealth Managers on changes such as Corporate Actions.  \n􀁸 Taking responsibility to ensure all client and Wealth Manager communication is accurate, appropriate and delivered at the right time, including emails, letters and reports.  \n􀁸 Receiving telephone queries from Wealth Managers, escalating in a minority of cases where appropriate.  \n􀁸 Suggesting realistic appropriate improvements to the company systems and procedures to continually improve service to clients and Wealth Managers.  \n􀁸 Ensuring that the FCA policy of treating customers fairly is followed as well as working in accordance with 7IM’s mission and tenets.  \n􀁸 Other tasks, as reasonably requested by your manager.  \n􀁸 Co-ordinating with the Platform Service managers to ensure that all work is prioritised and managed effectively in accordance with 7IM platform service agreement.  \nSkills  \n􀁸 Accuracy, thoroughness and attention to detail in order to maintain the highest levels of service  \n􀁸 Assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with Wealth Managers, Advisers, firm office staff and colleagues across the 7IM company. The ability to drive through and ensure that necessary actions are taken to service the Wealth Managers, whilst maintaining positive relationships with them and within the company.  \n􀁸 Telephone answering, rapport and relationship building skills in order to rapidly establish a high level of trust with the Wealth Managers, to manage expectations, and to demonstrate a high level of ownership, competence, reliability and responsiveness.  \n􀁸 Ability to work within a regional team which includes both Discre","cbCaikh6N4H69rcv","https://ap.wps.com/l/cbCaikh6N4H69rcv","pdf",315770,"English","# Purpose\n## Key Responsibilities\n## Skills\n## Knowledge\n## Qualifications\n## Other Relevant Information","[{\"question\":\"What is the primary purpose of the Platform Relationship Manager role?\",\"answer\":\"To support Wealth Managers and Advisers using the 7IM platform by ensuring it is fully embedded into an advisory firm’s office, processes, and systems, improving efficiency and enabling client service delivery.\"},{\"question\":\"What responsibilities does the role include?\",\"answer\":\"The role focuses on relationship building and training, administering and growing client business with 7IM, embedding new platform functionality, owning queries to completion, gathering client feedback, and supporting regional events and campaigns.\"},{\"question\":\"Where is the role based and what travel is expected?\",\"answer\":\"The role is based in the London office, with extensive travel expected for face-to-face work with clients, averaging about three days per working week spent on-site.\"}]","Platform Relationship Manager - Job Description - 2020 | PDF",1789318438]