Senior Account Manager

You will join a team where your ideas will be welcomed and valued.

We are looking for a dynamic Senior Account Manager to join our team and work on an exciting portfolio of financial adviser accounts, acting as the day-to-day lead to our adviser partners.

The role will involve managing and enhancing the daily delivery of your accounts' business flows including financial illustrations, applications, general enquiries and training. The role will suit someone driven, who enjoys working in a forward-thinking fast-paced environment, enjoys the financial advice market, and who is experienced in taking a proactive lead in growing a panel of accounts.

• Be responsible to define and execute the business development plan.
• Build and strengthen adviser partner relationships to achieve long-term partnerships and maximise the opportunity within your portfolio of accounts.
• Grow our existing adviser penetration.
• Understand customer requirements and needs to offer suitable solutions and generate new business.
• Resolve any issues to maintain and strengthen adviser and client trust.
• Supporting the successful onboarding of new clients.
• Utilise our internal systems to report on and analyse trends in our sales data.
• Develop a thorough understanding of our products and service offerings to identify the opportunity within your portfolio.

Requirements

We would love to hear from you if you have the following:

• Proven success in proactively managing accounts and building successful long-term relationships with clients, preferably in a similar industry e.g., Finance, FinTech, Platforms, Wealth Management or Financial Advice.
• Ability to multitask, excellent planning and organisational skills.
• Proven track record of hitting and exceeding targets.
• Analytical, with strong communication skills, and the ability to prioritise and make clear decisions.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Strong team player with excellent people skills
• Capacity to excel in a fast-paced environment
• Keen to get stuck in.

• Competitive compensation
• 25 days holiday (exc. Bank holidays)
• Pension contributions
• Private medical insurance
• Employee health and wellness discounts
• Cycle to Work Scheme
• Monthly happy hours and team lunches
• Lunch and learn training sessions

• Hybrid working pattern in London office, 3 days in the office, 2 days remote.