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The Junior Relationship Manager services and advices medical sector specialists on practice management, financial planning, business support etc. This role works closely with the Senior Relationship Manager who acts as your mentor on your own career journey. Key Responsibilities: Cllent Relationship Support Support client relationships by assisting Relationship Managers with key tasks. Prepare and present accurate monthly management accounts. Review accounts for accuracy and highlight turnover changes affecting insurance policies. Management Account Coordination Verify calculations and allocations in client accounts Work with processing team leaders to resolve discrepancies and ensure reporting quality. Distribute final accounts to clients, ensuring consistency and accuracy. Financial Document Preparation Prepare documents for client meetings, ensuring quality and compliance. Process information to meet client-facing material standards. Compile broker appointment letters and necessary documentation for Relationship Managers. Customer Relationship Building Build and maintain strong client relationships for satisfaction and support. Stay updated on industry changes through ongoing regulatory training Manage a personal portfolio and take primary client relationships. Travel to client locations as needed