Regional Account Manager Wealth

Canada Life Group Ltd (The); City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Regional Account Manager to support business growth within the Wealth Management function. This field-based role covers the West Midlands, Gloucestershire, and Mid/South Wales. The ideal candidate will cultivate relationships with professional adviser firms using various communication methods, ensuring a customer-focused approach. Join a modern and agile organization committed to transforming financial services for clients.

Responsibilities

• Build strong, productive relationships with professional adviser firms.
• Use multi-level contact strategy including face-to-face, screen to screen, telephone, and email.

Job description

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.

Job Purpose

We are looking for a Regional Account Manager to support with growth of the business within our Wealth Management function, as a market leading International Investment Bond and Tax and Estate Planning provider to the UK Wealth Advisory market. This is a field-based role covering a geographical region that covers the West Midlands, Gloucestershire and Mid / South Wales.

Job summary

• To build strong, productive, long-term relationships with a concentrated panel of professional adviser firms through a multi-level contact strategy including regular face-to-face, screen to screen, telephone and email contact.

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