Account Manager

Royal London; City of Edinburgh; Hybrid; GBP 75,000 - 84,000; Full time

Job summary

A leading financial services provider in Edinburgh is seeking an Account Manager to support financial advisers. This hybrid role requires B2B sales experience and involves developing strategic plans, delivering presentations, and fostering strong business relationships. A Diploma Level 4 in financial services is preferred. The position offers a competitive salary including OTE bonuses and various employee benefits including private medical cover and a strong pension plan.

Benefits

28 days annual leave

Up to 14% employer matching pension scheme

Private medical insurance

Qualifications

• Experience in intermediary business-to-business sales within financial services.
• Proficiency in technology used by advisers.
• Ability to discuss industry issues competently.

Responsibilities

• Develop strategic plans to achieve business objectives.
• Deliver presentations to promote opportunities.
• Identify and promote new sales opportunities.

Skills

B2B sales experience

Diploma Level 4 qualification (CII or LIBF)

Technology proficiency used by advisers

Excellent communication skills

Problem-solving skills

Education

Diploma Level 4 qualification

Job description

Account Manager

Date: 15 Sept 2025

Location: Edinburgh, GB

Company: Royal London Group

Job Title: Account Manager

Contract Type: Permanent

Location: Edinburgh

Working style: Hybrid 50% home/office based

Salary and benefits: Competitive basic, plus on target bonus and group scorecard bonus (OTE £79,500), private medical cover and life cover plus income protection, as well as contribution matched pension up to 14%

Join Our Team as a Telephony Account Manager at Royal London!

Are you passionate about delivering outstanding outcomes for Financial Advisers and their clients? We are on the lookout for a dedicated Telephony Account Manager to join our dynamic Distribution team at Royal London.

Your Role:

In this exciting role, you'll build mutually beneficial relationships with your own panel of financial advisers, supporting them to deliver exceptional outcomes for their clients while sharing innovative ideas to grow their business and streamline their processes. You'll help Royal London achieve our new business goals for wealth and workplace, all while aligning with our vision of supporting financial resilience, moving fairly to a sustainable world, and strengthening the mutual choice for customers.

Key Responsibilities:

• Develop and implement a strategic plan to achieve new business objectives from a diverse range of financial advice firms.
• Deliver captivating presentations to intermediaries, promoting new and existing opportunities while fostering strong business relationships.
• Identify and promote new sales opportunities through various channels, ensuring a smooth, efficient, and professional sales process for advisers.
• Adhere to Royal London's sales process and compliance reporting requirements, maintaining competent status and effectively managing and mitigating business risks.

About You:

• Experience in intermediary business-to-business sales within financial services, preferably wealth products and propositions.
• Working towards or holding Diploma Level 4 qualification specific to CII or LIBF or equivalent.
• Proficiency in technology used by advisers, including research and analysis systems, platforms, and model portfolio services.
• Ability to discuss and debate industry issues, technical and legislative updates competently and influentially with all levels of stakeholders, including company directors.
• Knowledge of our and competitor propositions is advantageous.
• Excellent communication and influencing skills, with the ability to develop relationships internally and externally.
• Strong problem-solving and decision-making skills.
• Demonstrable continuous improvement skills and experience.

Even if you don't meet every single requirement, we encourage you to apply. We are dedicated to building a diverse and inclusive workplace, and your unique experiences and perspectives could be a great addition to our team.

About Royal London:

We’re the UK’s largest mutual life, pensions, and investment company, offering protection, long-term savings, and asset management products and services. Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable, and fulfilling. This is underpinned by our Spirit of Royal London values: Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme, and private medical insurance. You can see all our benefits here.

Inclusion, Diversity, and Belonging:

We’re an inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.