Account Executive - Finance

TN United Kingdom; Perth; On-site; GBP 22,000 - 25,000; Full time

Job summary

An established industry player in the Financial Services sector is seeking a motivated Account Executive to join their team in Perth, Scotland. This entry-level role offers a fantastic opportunity for recent graduates or school leavers to kickstart their careers with comprehensive training and development. You will be responsible for market mapping, engaging with clients, and maintaining accurate records. The company fosters a supportive culture with opportunities for growth and advancement. Enjoy a welcoming team environment with regular events and a flexible approach to work-life balance. If you're eager to learn and develop your skills, this role is perfect for you.

Benefits

Comprehensive training and development

Opportunities for career advancement

Holiday allowance

Pension contributions

Regular team events and activities

Supportive culture

Qualifications

• Entry level position suitable for recent graduates or school leavers.
• Excellent communication skills and attention to detail are essential.

Responsibilities

• Market mapping to identify new business opportunities.
• Building relationships with stakeholders and managing records.
• Administrative duties and involvement in projects.

Skills

Excellent communication (verbal and written)

Confidence in delivery

Competent with common IT software

Attention to detail

Task prioritization

Positive attitude

Education

Recent graduate or school leaver

Job description

Robert Half is partnering with a well-known company within the Financial Services sector with offices located in Perth, Scotland. This company emphasises the importance of inclusion and continuous growth through focus on the people. The company has seen growth throughout the last years, and are looking to continue to add to their current team in Scotland.

This trainee role of Account Executive will be essential for business development and you will be market mapping, as well as engaging with future clients in the local area, acting as an advocate for the business and its offering. This role will involve communication via phone, email, and other relevant methods, while keeping up to date records.

Responsibilities

• Liaise with the team
• Market mapping to identify new business opportunities
• Building relationships with both external and internal stakeholders
• Administrative duties: updating the client records and information on other activities
• Manage your own workload and prioritise tasks
• Involvement in projects and campaigns

Requirements

This is an entry level position, and would suit a recent graduate, a school leaver or someone looking to secure their first role within Financial Services with excellent potential for development, growth, and promotion opportunities. To be successful in this role, you will be:

• an excellent communicator (verbal and written)
• confident in your delivery, especially over the phone with varied clientele
• competent with common IT software
• able to accurately update information and analyse data; have a high attention to detail
• able to prioritise your tasks & day effectively
• a driven individual, with positive attitude and keen to learn

Previous experience in sales environment, target driven roles, and/or customer service roles would be beneficial but not essential.

On offer

• Comprehensive training and development
• Opportunities to grow and advance in your career within the business
• Holiday allowance & Pension contributions
• Welcoming, enthusiastic, and fun team: regular team events and activities, and a supportive culture
• Compensation from £22,000 - £25,000 per annum, which consists of a base salary & monthly bonus (bonus calculated based on performance against targets)

Working hours are 9-5 and an early finish on Friday, no weekend work. This role is based on-site in Perth, Scotland, and the current team works from the office. Occasional working from home/flexibility is available when required & can be discussed with line managers - sometimes life happens, and the business is supportive of making things work.

If this is of interest, please get in touch with Kathryn Smith at Robert Half or apply with an up to date CV.