Account Manager

Fortrade; Watford, Greater London; On-site; GBP 25,000 - 27,000; Full time

Job summary

A financial services company in Watford is seeking a motivated Account Manager to enhance client relationships and provide trading education. In this role, you will engage with clients via phone and email, ensuring they are well-informed about products. The ideal candidate will have sales experience, excellent communication skills, and a results-driven mindset. Join our team for in-house training, competitive salary, uncapped commission, and opportunities for career progression.

Benefits

Full in-house training & development

Employee wellbeing program

Free parking on-site

Contributory pension scheme

Salary increase each year

Monthly and weekly spending vouchers for top performers

Qualifications

• Previous experience in sales, telesales, or financial services.
• Ability to convey complex information clearly through telephone/email.
• Strong interpersonal skills to build trust with clients.

Responsibilities

• Maintain proactive communication with clients via telephone and email.
• Provide catered information about trading instruments and educational material.
• Cultivate strong relationships with clients and address inquiries.

Skills

Sales experience

Excellent communication skills

Interpersonal skills

Results-driven mindset

Proficiency in CRM systems

Job description

Salary/Incentives

• Starting £25,500/annum to £26,500/annum (after 3 months’ probation period)
• Plus Uncapped Commission & Bonus

We are seeking a motivated individual to join our team as an Account Manager. In this role, you will be responsible for building and maintaining relationships with clients, over the phone and email, whilst providing them with valuable information on trading CFDs and introducing our range of products and educational services.

Key Responsibilities

• Client Engagement: Maintain proactive communication with clients via telephone and email, establishing rapport and understanding their investment & education objectives.
• Product Education: Provide catered information about our instruments and educational material, including features and associated risks, ensuring that clients are well‑informed to make trading decisions.
• Relationship Management: Cultivate strong relationships with clients by delivering exceptional service, addressing inquiries, and proactively addressing their needs.
• Compliance: Ensure compliance with regulatory requirements throughout the client engagement process, including accurate record‑keeping and disclosure of relevant information such as risk.
• Continuous Learning: Stay updated on industry trends, market developments, and product enhancements through ongoing in‑house training and professional development initiatives.

Qualifications required

• Previous experience in sales, telesales, or financial services.
• Excellent communication skills, with the ability to convey complex information clearly through telephone/email.
• Strong interpersonal skills, with a knack for building trust with clients.
• Results‑driven mindset with a focus on exceeding targets and expectations.
• Ability to thrive in a fast‑paced, target‑driven environment.
• Proficiency in relevant computer applications and CRM systems.
• Adhering to ethical standards and regulatory guidelines.

Employee Benefits

• Full in‑house training & development
• Employee wellbeing program
• Free parking on‑site
• Contributory pension scheme
• Fast progression opportunities
• Salary increase each year
• Office incentives based on performance
• Monthly and weekly spending vouchers for top performers

We offer one week and a half of fully paid training in‑house, to all our candidates who are successful in their first interview.

Join our team and embark on a rewarding career where you can help clients gain knowledge on CFD trading, whilst advancing your skills and expertise in the financial services industry.

Fortrade Ltd. is authorised and regulated in the UK by the Financial Conduct Authority.