Senior Account Manager

Insignis; London; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

An innovative FinTech company is seeking a dynamic Senior Account Manager to lead financial adviser partnerships. This role offers the chance to make a significant impact on the company's growth while developing your career in a fast-paced environment. You will manage a portfolio of accounts, ensuring client satisfaction and driving business development. With a focus on relationship building and proactive problem-solving, you will thrive in a supportive team culture that values your ideas and contributions. Join this forward-thinking organization and help shape the future of financial advice.

Benefits

Competitive compensation

25 days holiday

Pension contributions

Private medical insurance

Employee health and wellness discounts

Cycle to Work Scheme

Monthly happy hours

Team lunches

Lunch and learn training sessions

Qualifications

• Proven success in managing accounts and building long-term client relationships.
• Ability to multitask with excellent planning and organizational skills.

Responsibilities

• Define and execute the business development plan.
• Build and strengthen adviser partner relationships to maximize opportunities.
• Utilize internal systems to report on and analyze sales data.

Skills

Account Management

Relationship Building

Analytical Skills

Communication Skills

Organizational Skills

Job description

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Insignis Cash is a growing FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company's growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.

We are looking for a dynamic Senior Account Manager to join our team and work on an exciting portfolio of financial adviser accounts, acting as the day-to-day lead to our adviser partners.

The role will involve managing and enhancing the daily delivery of your accounts' business flows including financial illustrations, applications, general enquiries and training. The role will suit someone driven, who enjoys working in a forward-thinking fast-paced environment, enjoys the financial advice market, and who is experienced in taking a proactive lead in growing a panel of accounts.

What will you be doing?

• Be responsible to define and execute the business development plan.

• Build and strengthen adviser partner relationships to achieve long-term partnerships and maximise the opportunity within your portfolio of accounts.

• Grow our existing adviser penetration.

• Understand customer requirements and needs to offer suitable solutions and generate new business.

• Resolve any issues to maintain and strengthen adviser and client trust.

• Supporting the successful onboarding of new clients.

• Utilise our internal systems to report on and analyse trends in our sales data.

• Develop a thorough understanding of our products and service offerings to identify the opportunity within your portfolio.

Requirements

We would love to hear from you if you have the following:

• Proven success in proactively managing accounts and building successful long-term relationships with clients, preferably in a similar industry e.g., Finance, FinTech, Platforms, Wealth Management or Financial Advice.

• Ability to multitask, excellent planning and organisational skills.

• Proven track record of hitting and exceeding targets.

• Analytical, with strong communication skills, and the ability to prioritise and make clear decisions.

• Strong written and verbal communication skills.

• Excellent organizational skills and attention to detail.

• Strong team player with excellent people skills

• Capacity to excel in a fast-paced environment

• Keen to get stuck in.

Benefits

• Competitive compensation

• 25 days holiday (exc. Bank holidays)

• Pension contributions

• Private medical insurance

• Employee health and wellness discounts

• Cycle to Work Scheme

• Monthly happy hours and team lunches

• Lunch and learn training sessions

Working Pattern

• Hybrid working pattern in London office, 3 days in the office, 2 days remote.