Home-Based Wealth Account Manager: Growth & Client Impact

Exchange Street Claims ltd; United Kingdom; Remote; GBP 40,000 - 50,000; Full time

Job summary

A leading financial services provider in the United Kingdom is seeking a passionate Business Development professional. This home-based role involves managing a panel of IFAs, supporting the team, and driving new business in the South West of England and South Wales. The company offers a salary up to £50,000, a generous bonus structure, and comprehensive training to help advance your career in financial planning.

Benefits

10% non-contributory pension

Death in Service benefit

Income Protection

Private medical cover

Qualifications

• Experience in the wealth or financial planning field is essential.
• Dealing with IFAs experience needed but does not need to be frontline sales.
• Ambition and potential are key factors for this role.

Responsibilities

• Support the BDM/TAM in the South West of England/South Wales.
• Manage a panel of IFAs and assist in new business development.
• Attend events and visit clients occasionally.

Skills

Wealth knowledge

Platform experience

Client management

Understanding of IFAs

Education

Level 4 diploma in financial planning

Job description

A leading financial services provider in the United Kingdom is seeking a passionate Business Development professional. This home-based role involves managing a panel of IFAs, supporting the team, and driving new business in the South West of England and South Wales. The company offers a salary up to £50,000, a generous bonus structure, and comprehensive training to help advance your career in financial planning.