Account Manager (Financial Services)

Proactive Solutions Group Ltd; Bristol; Hybrid; GBP 24,000 - 32,000; Full time

Job summary

A legal firm in Bristol is looking for a Financial Services Account Manager to join their team. This role predominantly involves telephone-based communication with key introducers, requiring strong experience in financial services and account management. The position allows for hybrid working but necessitates 3 days of office attendance each week. Ideal candidates should have effective communication skills and a proven sales track record, accompanied by proficiency in Microsoft office tools. Competitive annual salary of £24k to £32k depending on experience, alongside additional benefits.

Benefits

Pension

Complimentary Will and End-of-Life planning

30% discount for immediate family Wills and End-of-Life planning

Qualifications

• A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team.
• A proven track record in sales and account management.
• Experience working in an office environment.

Responsibilities

• Relationship management, create, develop and manage key introducers.
• Promote the company proposition using telephone and webinars.
• Maintain the sales database.

Skills

Financial services related experience

Confidence in speaking to introducers

Effective communication skills

Organisational skills

Knowledge of IFA or mortgage advisor industry

Tools

Microsoft Word

Microsoft Excel

Job description

Overview

Account Manager (Financial Services). A Bradley Stoke legal firm is looking for a Financial Services Account Manager to join the team.

This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance. The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke. The Account Manager (Financial Services) is expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorney, and be proficient at explaining products and technology to support introducers and their clients.

Responsibilities

• Relationship management, create, develop and manage key introducers to promote the company and drive client referrals
• Using telephone and webinar, you will promote the company proposition
• Communicate to our distributors with a clear understanding of the marketplace and industry developments
• Continually improve and update product and market place knowledge
• Maintain the sales database
• Generally support the rest of the sales team
• Extract opportunities from our dormant introducer database

Qualifications & Experience

• Financial services related experience
• Confidence in speaking to introducers over the telephone and video
• A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team
• A proven track record in sales and account management
• Effective communication and organisational skills
• Experience working in an office environment
• Knowledge and contacts within the IFA or mortgage advisor industry

Attributes

• Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video
• Excellent attention to detail, both verbal and written, to ensure data accuracy
• Able to manage and liaise with multiple introducers at different stages on different tasks
• Ability to handle sensitive information with the utmost discretion
• Ability to work as a team and independently
• Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems

Package

• Annual salary of £24-£32k, depending on experience
• Pension
• Working hours - 37.5 hours per week
• Complimentary Will and End-of-Life planning
• 30% discount for immediate family Wills and End-of-Life planning