Account Manager

TrinityBridge; Greater London; On-site; GBP 45,000 - 60,000; Full time

Job summary

TrinityBridge is seeking an experienced Account Manager to join our Intermediary Partnerships team. The role focuses on maintaining and growing relationships with Independent Financial Advisers (IFAs) and Paraplanners across the UK, supported by TrinityBridge's investment solutions.

This home-based position requires proactive telephone and Teams engagement, with some travel to London and other TrinityBridge offices.

Qualifications

• Five years’ experience in a similar role within Asset/Wealth Management or financial services.
• Proven track record in account management, ideally with IFA networks.
• Excellent verbal and written communication and virtual presentation skills.
• Highly organised, able to work remotely with minimal supervision.
• Strong attention to detail and regulatory awareness.

Responsibilities

• Maintain and grow trusted IFA relationships across the UK.
• Conduct outbound calls and Teams meetings to promote funds.
• Deliver fund presentations and updates to IFAs and paraplanners.
• Identify new business opportunities within existing and prospective clients.
• Provide fund performance data and market commentary.

Skills

Communication

Telephone skills

Virtual presentation

Relationship management

Tools

MS Word

Excel

Job description

TrinityBridge is seeking an experienced Account Manager to join our Intermediary Partnerships team.

The role will be responsible for maintaining and growing relationships with Independent Financial Advisers (IFAs) and Paraplanners across the UK, with a focus on TrinityBridge's range of investment solutions.

TrinityBridge’s fund range and services include multi-asset and single-asset class funds, active and passive strategies, sustainable funds as well as a segregated inheritance-tax-managed service.

This is a home-based role which requires proactive telephone and Microsoft Teams meeting engagement. Some travel will be required to attend team meetings and updates, in London and occasionally in other TrinityBridge offices across the UK. In addition, some face-to-face client meetings may also be required.

The role holder will also be part of a supportive and collegiate environment and collaborate with colleagues from across the business including Fund Managers, Investment Specialists, DDQ/RFP, Intermediary Support team, Marketing and other business development peers.

Key responsibilities

• Maintain trusted IFA relationships through proactive engagement, clear communication, and consistent service delivery, acting as the primary point of contact for fund-related queries and support
• Conduct regular outbound calls and Teams meetings with IFAs and Paraplanners to promote the fund range, share updates, and build long-term relationships
• Deliver virtual fund presentations, webinars, and product updates to IFAs and other Financial Services firms
• Proactively identify and develop new business opportunities within existing and prospective IFAs and Financial Services firms
• Provide IFAs and Paraplanners with fund performance data, market commentary, and technical/product support
• Work closely with the Investment Specialist Team to ensure coordinated approach to supporting accounts
• Work closely with the Marketing team to plan digital campaigns, webinars, and email communications targeted at the IFA channel
• Collaborate closely with the Account Director to ensure a joined-up coverage approach for shared accounts
• Remain up-to-date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution
• Maintain knowledge of current regulatory practice

Regulatory responsibilities | Compliance/T&C

• Demonstrate an understanding of the regulatory framework relevant to the role, whilst practicing effective risk management taking account of outcomes for clients.
• Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow the principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
• Comply with the PA Dealing policy.
• Ensure required training is kept up to date and completed within the set timeframe given by TrinityBridge.

About you | Qualifications, skills and strengths

• At least five years’ experience in a similar capacity within an Asset Management business, Wealth Management business or financial institution
• Proven account management track record, ideally within IFA distribution
• Excellent telephone manner, communication, and virtual presentation skills
• Highly organised and self-motivated, with a proven ability to manage competing priorities and deliver results with minimal supervision whilst working remotely
• Outstanding attention to detail
• A team player
• Resilient and accountable, with a willingness to take ownership of issues and demonstrate persistence in achieving outcomes
• Commercial awareness, business initiative and emotional intelligence
• Strong communication skills, verbal and written
• Able to work under pressure at times, with a positive “can-do” attitude
• Strong understanding of the UK retail investment market and IFA buying process
• Proficient MS Word and Excel skills

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.

Company Overview

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [e-mail].

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.